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Integrated Wealth Concepts LLC: SLQD position timeline

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

Integrated Wealth Concepts LLC held 20,393 SLQD 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 20,393 shares
    Change vs previous 13F -2,710 shares

    0.01% of the 13F portfolio, value $1,027,209.

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

  2. period ended2026-03-31
    13F 23,103 shares
    Change vs previous 13F +1,241 shares

    0.01% of the 13F portfolio, value $1,166,485.

    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 21,862 shares
    Change vs previous 13F +1,966 shares

    0.01% of the 13F portfolio, value $1,108,390.

    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 19,896 shares
    Change vs previous 13F +5,223 shares

    0.01% of the 13F portfolio, value $1,011,322.

    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 14,673 shares
    Change vs previous 13F +1,381 shares

    0.01% of the 13F portfolio, value $742,324.

    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 13,292 shares
    Change vs previous 13F +2,551 shares

    0.01% of the 13F portfolio, value $668,339.

    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 10,741 shares
    Change vs previous 13F -1,117 shares

    0.01% of the 13F portfolio, value $534,274.

    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 11,858 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $598,010.

    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).