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Integrated Wealth Concepts LLC: SF position timeline

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

Integrated Wealth Concepts LLC held 11,097 SF 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 11,097 shares
    Change vs previous 13F -10,365 shares

    0.01% of the 13F portfolio, value $774,223.

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

  2. period ended2026-03-31
    13F 21,462 shares
    Change vs previous 13F +16,817 shares

    0.01% of the 13F portfolio, value $1,586,451.

    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 4,645 shares
    Change vs previous 13F +2,057 shares

    0.01% of the 13F portfolio, value $581,658.

    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 2,588 shares
    Change vs previous 13F -221 shares

    <0.01% of the 13F portfolio, value $293,665.

    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 2,809 shares
    Change vs previous 13F -75 shares

    <0.01% of the 13F portfolio, value $291,490.

    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 2,884 shares
    Change vs previous 13F +61 shares

    <0.01% of the 13F portfolio, value $271,846.

    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 2,823 shares
    Change vs previous 13F -107 shares

    <0.01% of the 13F portfolio, value $299,463.

    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 2,930 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $275,128.

    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).