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Integrated Wealth Concepts LLC: SJNK position timeline

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

Integrated Wealth Concepts LLC held 61,029 SJNK 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 61,029 shares
    Change vs previous 13F +7,484 shares

    0.01% of the 13F portfolio, value $1,527,548.

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

  2. period ended2026-03-31
    13F 53,545 shares
    Change vs previous 13F +30,736 shares

    0.01% of the 13F portfolio, value $1,337,549.

    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 22,809 shares
    Change vs previous 13F -11,001 shares

    0.01% of the 13F portfolio, value $577,533.

    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 33,810 shares
    Change vs previous 13F -549 shares

    0.01% of the 13F portfolio, value $865,528.

    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 34,359 shares
    Change vs previous 13F -6,168 shares

    0.01% of the 13F portfolio, value $875,460.

    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 40,527 shares
    Change vs previous 13F +15,048 shares

    0.01% of the 13F portfolio, value $1,019,668.

    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 25,479 shares
    Change vs previous 13F -26,182 shares

    0.01% of the 13F portfolio, value $643,346.

    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 51,661 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,330,262.

    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).