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Integrated Wealth Concepts LLC: SLYV position timeline

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

Integrated Wealth Concepts LLC held 33,764 SLYV 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 33,764 shares
    Change vs previous 13F +5,797 shares

    0.02% of the 13F portfolio, value $3,684,007.

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

  2. period ended2026-03-31
    13F 27,967 shares
    Change vs previous 13F +439 shares

    0.02% of the 13F portfolio, value $2,645,121.

    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 27,528 shares
    Change vs previous 13F -1,693 shares

    0.03% of the 13F portfolio, value $2,504,273.

    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 29,221 shares
    Change vs previous 13F -46 shares

    0.02% of the 13F portfolio, value $2,590,461.

    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 29,267 shares
    Change vs previous 13F -162 shares

    0.02% of the 13F portfolio, value $2,334,369.

    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 29,429 shares
    Change vs previous 13F +22,093 shares

    0.03% of the 13F portfolio, value $2,307,261.

    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 7,336 shares
    Change vs previous 13F +171 shares

    0.01% of the 13F portfolio, value $640,100.

    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 7,165 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $622,076.

    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).