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Disclosery

Integrated Wealth Concepts LLC: SHV position timeline

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

Integrated Wealth Concepts LLC held 84,575 SHV 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 84,575 shares
    Change vs previous 13F +24,862 shares

    0.06% of the 13F portfolio, value $9,332,827.

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

  2. period ended2026-03-31
    13F 59,713 shares
    Change vs previous 13F +14,416 shares

    0.05% of the 13F portfolio, value $6,591,724.

    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 45,297 shares
    Change vs previous 13F -34,936 shares

    0.06% of the 13F portfolio, value $4,989,431.

    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 80,233 shares
    Change vs previous 13F -3,969 shares

    0.08% of the 13F portfolio, value $8,864,925.

    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 84,202 shares
    Change vs previous 13F -7,435 shares

    0.09% of the 13F portfolio, value $9,297,557.

    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 91,637 shares
    Change vs previous 13F -430 shares

    0.12% of the 13F portfolio, value $10,122,250.

    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 92,067 shares
    Change vs previous 13F -15,592 shares

    0.12% of the 13F portfolio, value $10,137,504.

    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 107,659 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $11,910,353.

    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).