Skip to content
Disclosery

Integrated Wealth Concepts LLC: SHYG position timeline

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

Integrated Wealth Concepts LLC held 277,034 SHYG 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 277,034 shares
    Change vs previous 13F +61,497 shares

    0.08% of the 13F portfolio, value $11,749,011.

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

  2. period ended2026-03-31
    13F 215,537 shares
    Change vs previous 13F +151,129 shares

    0.07% of the 13F portfolio, value $9,119,383.

    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 64,408 shares
    Change vs previous 13F -120,761 shares

    0.03% of the 13F portfolio, value $2,761,163.

    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 185,169 shares
    Change vs previous 13F +49,279 shares

    0.07% of the 13F portfolio, value $8,017,820.

    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 135,890 shares
    Change vs previous 13F -91,301 shares

    0.06% of the 13F portfolio, value $5,862,288.

    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 227,191 shares
    Change vs previous 13F +88,565 shares

    0.11% of the 13F portfolio, value $9,660,169.

    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 138,626 shares
    Change vs previous 13F +15,050 shares

    0.07% of the 13F portfolio, value $5,906,844.

    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 123,576 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $5,365,671.

    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).