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Disclosery

Integrated Wealth Concepts LLC: SE position timeline

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

Integrated Wealth Concepts LLC held 7,503 SE 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 7,503 shares
    Change vs previous 13F -4,477 shares

    <0.01% of the 13F portfolio, value $719,036.

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

  2. period ended2026-03-31
    13F 11,980 shares
    Change vs previous 13F +9,807 shares

    0.01% of the 13F portfolio, value $992,096.

    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 2,173 shares
    Change vs previous 13F -7,798 shares

    <0.01% of the 13F portfolio, value $277,256.

    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 9,971 shares
    Change vs previous 13F +2,695 shares

    0.02% of the 13F portfolio, value $1,782,161.

    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 7,276 shares
    Change vs previous 13F +2,523 shares

    0.01% of the 13F portfolio, value $1,163,764.

    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 4,753 shares
    Change vs previous 13F -1,374 shares

    0.01% of the 13F portfolio, value $620,252.

    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 6,127 shares
    Change vs previous 13F -230 shares

    0.01% of the 13F portfolio, value $650,077.

    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 6,357 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $599,339.

    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).