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Integrated Wealth Concepts LLC: SLB position timeline

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

Integrated Wealth Concepts LLC held 108,426 SLB 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 108,426 shares
    Change vs previous 13F -4,622 shares

    0.03% of the 13F portfolio, value $5,040,710.

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

  2. period ended2026-03-31
    13F 113,048 shares
    Change vs previous 13F +66,273 shares

    0.05% of the 13F portfolio, value $5,809,540.

    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 46,775 shares
    Change vs previous 13F -15,438 shares

    0.02% of the 13F portfolio, value $1,795,209.

    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 62,213 shares
    Change vs previous 13F +1,711 shares

    0.02% of the 13F portfolio, value $2,138,256.

    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 60,502 shares
    Change vs previous 13F -1,900 shares

    0.02% of the 13F portfolio, value $2,044,974.

    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 62,402 shares
    Change vs previous 13F +7,555 shares

    0.03% of the 13F portfolio, value $2,608,419.

    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 54,847 shares
    Change vs previous 13F -2,336 shares

    0.02% of the 13F portfolio, value $2,102,827.

    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 57,183 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,398,820.

    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).