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Integrated Wealth Concepts LLC: SHM position timeline

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

Integrated Wealth Concepts LLC held 38,078 SHM 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 38,078 shares
    Change vs previous 13F +8,718 shares

    0.01% of the 13F portfolio, value $1,826,389.

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

  2. period ended2026-03-31
    13F 29,360 shares
    Change vs previous 13F +16,742 shares

    0.01% of the 13F portfolio, value $1,404,280.

    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 12,618 shares
    Change vs previous 13F -21,469 shares

    0.01% of the 13F portfolio, value $605,547.

    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 34,087 shares
    Change vs previous 13F -89,117 shares

    0.01% of the 13F portfolio, value $1,643,679.

    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 123,204 shares
    Change vs previous 13F -20,168 shares

    0.06% of the 13F portfolio, value $5,892,830.

    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 143,372 shares
    Change vs previous 13F +39,708 shares

    0.08% of the 13F portfolio, value $6,824,488.

    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 103,664 shares
    Change vs previous 13F -87,374 shares

    0.06% of the 13F portfolio, value $4,912,654.

    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 191,038 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $9,196,579.

    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).