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Integrated Wealth Concepts LLC: SHEL position timeline

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

Integrated Wealth Concepts LLC held 40,546 SHEL 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 40,546 shares
    Change vs previous 13F +590 shares

    0.02% of the 13F portfolio, value $3,143,926.

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

  2. period ended2026-03-31
    13F 39,956 shares
    Change vs previous 13F +7,494 shares

    0.03% of the 13F portfolio, value $3,715,917.

    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 32,462 shares
    Change vs previous 13F -7,392 shares

    0.03% of the 13F portfolio, value $2,385,326.

    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 39,854 shares
    Change vs previous 13F +813 shares

    0.03% of the 13F portfolio, value $2,850,750.

    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 39,041 shares
    Change vs previous 13F +2,858 shares

    0.03% of the 13F portfolio, value $2,748,910.

    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 36,183 shares
    Change vs previous 13F -880 shares

    0.03% of the 13F portfolio, value $2,651,522.

    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 37,063 shares
    Change vs previous 13F -3,791 shares

    0.03% of the 13F portfolio, value $2,321,990.

    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 40,854 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,694,302.

    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).