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Disclosery

Integrated Wealth Concepts LLC: SDVY position timeline

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

Integrated Wealth Concepts LLC held 636,990 SDVY 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 636,990 shares
    Change vs previous 13F -16,441 shares

    0.18% of the 13F portfolio, value $27,479,732.

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

  2. period ended2026-03-31
    13F 653,431 shares
    Change vs previous 13F +134,915 shares

    0.21% of the 13F portfolio, value $25,764,793.

    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 518,516 shares
    Change vs previous 13F -166,353 shares

    0.24% of the 13F portfolio, value $19,869,549.

    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 684,869 shares
    Change vs previous 13F +33,981 shares

    0.23% of the 13F portfolio, value $26,038,357.

    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 650,888 shares
    Change vs previous 13F -22,227 shares

    0.23% of the 13F portfolio, value $22,963,302.

    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 673,115 shares
    Change vs previous 13F -18,296 shares

    0.26% of the 13F portfolio, value $22,549,467.

    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 691,411 shares
    Change vs previous 13F +132,886 shares

    0.29% of the 13F portfolio, value $24,787,131.

    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 558,525 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $20,319,134.

    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).