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Disclosery

Integrated Wealth Concepts LLC: SCZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Integrated Wealth Concepts LLC on SCZ, newest first. How the timeline and the estimate are built.

Integrated Wealth Concepts LLC held 106,188 SCZ shares at 2026-06-30 per its 13F-HR/A filed 2026-09-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 106,188 shares
    Change vs previous 13F +2,888 shares

    0.06% of the 13F portfolio, value $8,736,064.

    13F-HR/A 0001737109-26-000007 filed by Integrated Wealth Concepts LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 103,300 shares
    Change vs previous 13F +4,171 shares

    0.06% of the 13F portfolio, value $8,099,741.

    13F-HR 0001737109-26-000002 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 99,129 shares
    Change vs previous 13F -9,808 shares

    0.09% of the 13F portfolio, value $7,685,510.

    13F-HR 0001737109-26-000001 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 108,937 shares
    Change vs previous 13F +10,900 shares

    0.07% of the 13F portfolio, value $8,357,676.

    13F-HR 0001737109-25-000007 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 98,037 shares
    Change vs previous 13F +3,071 shares

    0.07% of the 13F portfolio, value $7,125,332.

    13F-HR 0001737109-25-000006 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 94,966 shares
    Change vs previous 13F -13,199 shares

    0.07% of the 13F portfolio, value $6,033,202.

    13F-HR 0001737109-25-000004 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 108,165 shares
    Change vs previous 13F +12,839 shares

    0.08% of the 13F portfolio, value $6,571,076.

    13F-HR 0001737109-25-000002 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 95,326 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $6,453,577.

    13F-HR 0001737109-24-000006 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).