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Integrated Wealth Concepts LLC: SMB position timeline

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

Integrated Wealth Concepts LLC held 65,073 SMB 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 65,073 shares
    Change vs previous 13F +20,994 shares

    0.01% of the 13F portfolio, value $1,129,012.

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

  2. period ended2026-03-31
    13F 44,079 shares
    Change vs previous 13F +26,040 shares

    0.01% of the 13F portfolio, value $762,560.

    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 18,039 shares
    Change vs previous 13F -31,657 shares

    <0.01% of the 13F portfolio, value $314,059.

    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 49,696 shares
    Change vs previous 13F -87,231 shares

    0.01% of the 13F portfolio, value $865,704.

    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 136,927 shares
    Change vs previous 13F +20,442 shares

    0.02% of the 13F portfolio, value $2,363,364.

    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 116,485 shares
    Change vs previous 13F -66,039 shares

    0.02% of the 13F portfolio, value $1,995,972.

    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 182,524 shares
    Change vs previous 13F +112,903 shares

    0.04% of the 13F portfolio, value $3,119,328.

    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 69,621 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,203,744.

    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).