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Integrated Wealth Concepts LLC: SLV position timeline

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

Integrated Wealth Concepts LLC held 236,853 SLV 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 236,853 shares
    Change vs previous 13F -71,573 shares

    0.08% of the 13F portfolio, value $12,664,515.

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

  2. period ended2026-03-31
    13F 308,426 shares
    Change vs previous 13F +168,355 shares

    0.17% of the 13F portfolio, value $21,016,133.

    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 140,071 shares
    Change vs previous 13F -135,228 shares

    0.11% of the 13F portfolio, value $9,023,361.

    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 275,299 shares
    Change vs previous 13F +37,539 shares

    0.1% of the 13F portfolio, value $11,664,428.

    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 237,760 shares
    Change vs previous 13F +108,684 shares

    0.08% of the 13F portfolio, value $7,800,913.

    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 129,076 shares
    Change vs previous 13F +42,010 shares

    0.05% of the 13F portfolio, value $4,000,068.

    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 87,066 shares
    Change vs previous 13F -1,398 shares

    0.03% of the 13F portfolio, value $2,292,455.

    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 88,464 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,513,265.

    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).