Integrated Wealth Concepts LLC: SHG position timeline

Integrated Wealth Concepts LLC held 9,965 SHG 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 9,965 shares

   Change vs previous 13F +1,242 shares

   <0.01% of the 13F portfolio, value $630,294.

   13F-HR/A 0001737109-26-000007 filed by Integrated Wealth Concepts LLC
   Accepted 2026-09-08 22:25:22 UTC, ingested 2026-10-08 03:31:46 UTC

2. period ended2026-03-31

   13F 8,723 shares

   Change vs previous 13F +1,048 shares

   <0.01% of the 13F portfolio, value $534,895.

   13F-HR 0001737109-26-000002 filed by Integrated Wealth Concepts LLC
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 7,675 shares

   Change vs previous 13F +667 shares

   <0.01% of the 13F portfolio, value $411,613.

   13F-HR 0001737109-26-000001 filed by Integrated Wealth Concepts LLC
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 7,008 shares

   Change vs previous 13F +131 shares

   <0.01% of the 13F portfolio, value $352,992.

   13F-HR 0001737109-25-000007 filed by Integrated Wealth Concepts LLC
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 6,877 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $310,702.

   13F-HR 0001737109-25-000006 filed by Integrated Wealth Concepts LLC
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).