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Integrated Wealth Concepts LLC: SLYG position timeline

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

Integrated Wealth Concepts LLC held 109,263 SLYG 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 109,263 shares
    Change vs previous 13F +3,249 shares

    0.09% of the 13F portfolio, value $13,016,551.

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

  2. period ended2026-03-31
    13F 106,014 shares
    Change vs previous 13F +29,655 shares

    0.08% of the 13F portfolio, value $10,243,113.

    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 76,359 shares
    Change vs previous 13F +8,791 shares

    0.09% of the 13F portfolio, value $7,192,237.

    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 67,568 shares
    Change vs previous 13F +2,329 shares

    0.06% of the 13F portfolio, value $6,372,332.

    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 65,239 shares
    Change vs previous 13F +9,821 shares

    0.06% of the 13F portfolio, value $5,789,931.

    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 55,418 shares
    Change vs previous 13F +7,615 shares

    0.05% of the 13F portfolio, value $4,599,683.

    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 47,803 shares
    Change vs previous 13F +3,433 shares

    0.05% of the 13F portfolio, value $4,319,021.

    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 44,370 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,131,261.

    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).