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Disclosery

Integrated Wealth Concepts LLC: SDOG position timeline

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

Integrated Wealth Concepts LLC held 44,256 SDOG 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 44,256 shares
    Change vs previous 13F +34 shares

    0.02% of the 13F portfolio, value $3,019,150.

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

  2. period ended2026-03-31
    13F 44,222 shares
    Change vs previous 13F +38,484 shares

    0.02% of the 13F portfolio, value $2,876,043.

    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 5,738 shares
    Change vs previous 13F -39,190 shares

    <0.01% of the 13F portfolio, value $347,004.

    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 44,928 shares
    Change vs previous 13F -464 shares

    0.02% of the 13F portfolio, value $2,706,041.

    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 45,392 shares
    Change vs previous 13F +221 shares

    0.03% of the 13F portfolio, value $2,609,065.

    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 45,171 shares
    Change vs previous 13F -176 shares

    0.03% of the 13F portfolio, value $2,624,424.

    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 45,347 shares
    Change vs previous 13F -255 shares

    0.03% of the 13F portfolio, value $2,562,657.

    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 45,602 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,689,165.

    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).