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Integrated Wealth Concepts LLC: SECT position timeline

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

Integrated Wealth Concepts LLC held 5,561 SECT 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 5,561 shares
    Change vs previous 13F -1,420 shares

    <0.01% of the 13F portfolio, value $400,707.

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

  2. period ended2026-03-31
    13F 6,981 shares
    Change vs previous 13F -555,321 shares

    <0.01% of the 13F portfolio, value $421,560.

    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 562,302 shares
    Change vs previous 13F -22,326 shares

    0.43% of the 13F portfolio, value $36,285,361.

    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 584,628 shares
    Change vs previous 13F -70,955 shares

    0.33% of the 13F portfolio, value $36,843,281.

    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 655,583 shares
    Change vs previous 13F -273,529 shares

    0.38% of the 13F portfolio, value $38,069,728.

    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 929,112 shares
    Change vs previous 13F -36,349 shares

    0.55% of the 13F portfolio, value $47,440,470.

    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 965,461 shares
    Change vs previous 13F -19,402 shares

    0.62% of the 13F portfolio, value $53,061,741.

    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 984,863 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $52,956,080.

    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).