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Integrated Wealth Concepts LLC: SMFG position timeline

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

Integrated Wealth Concepts LLC held 23,945 SMFG 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 23,945 shares
    Change vs previous 13F -827 shares

    <0.01% of the 13F portfolio, value $564,615.

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

  2. period ended2026-03-31
    13F 24,772 shares
    Change vs previous 13F +13,647 shares

    <0.01% of the 13F portfolio, value $489,250.

    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 11,125 shares
    Change vs previous 13F -15,793 shares

    <0.01% of the 13F portfolio, value $215,046.

    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 26,918 shares
    Change vs previous 13F -4,432 shares

    <0.01% of the 13F portfolio, value $450,611.

    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 31,350 shares
    Change vs previous 13F -1,036 shares

    <0.01% of the 13F portfolio, value $473,702.

    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 32,386 shares
    Change vs previous 13F -730 shares

    0.01% of the 13F portfolio, value $500,690.

    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 33,116 shares
    Change vs previous 13F +1,354 shares

    0.01% of the 13F portfolio, value $479,850.

    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 31,762 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $401,154.

    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).