Skip to content
Disclosery

Integrated Wealth Concepts LLC: SIVR position timeline

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

Integrated Wealth Concepts LLC held 14,926 SIVR 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 14,926 shares
    Change vs previous 13F +4,133 shares

    0.01% of the 13F portfolio, value $839,164.

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

  2. period ended2026-03-31
    13F 10,793 shares
    Change vs previous 13F -10,644 shares

    0.01% of the 13F portfolio, value $772,917.

    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 21,437 shares
    Change vs previous 13F +491 shares

    0.02% of the 13F portfolio, value $1,449,998.

    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 20,946 shares
    Change vs previous 13F +14,732 shares

    0.01% of the 13F portfolio, value $931,679.

    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 6,214 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $213,824.

    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).