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Disclosery

Integrated Wealth Concepts LLC: SDY position timeline

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

Integrated Wealth Concepts LLC held 35,846 SDY 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 35,846 shares
    Change vs previous 13F +13,121 shares

    0.04% of the 13F portfolio, value $5,455,038.

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

  2. period ended2026-03-31
    13F 22,725 shares
    Change vs previous 13F +15,800 shares

    0.03% of the 13F portfolio, value $3,316,415.

    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 6,925 shares
    Change vs previous 13F -15,309 shares

    0.01% of the 13F portfolio, value $963,735.

    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 22,234 shares
    Change vs previous 13F -52 shares

    0.03% of the 13F portfolio, value $3,113,808.

    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 22,286 shares
    Change vs previous 13F +636 shares

    0.03% of the 13F portfolio, value $3,024,887.

    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 21,650 shares
    Change vs previous 13F -1,836 shares

    0.03% of the 13F portfolio, value $2,937,446.

    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 23,486 shares
    Change vs previous 13F -39 shares

    0.04% of the 13F portfolio, value $3,102,493.

    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 23,525 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,341,552.

    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).