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Integrated Wealth Concepts LLC: SMLF position timeline

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

Integrated Wealth Concepts LLC held 136,088 SMLF 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 136,088 shares
    Change vs previous 13F +143 shares

    0.08% of the 13F portfolio, value $12,130,905.

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

  2. period ended2026-03-31
    13F 135,945 shares
    Change vs previous 13F +127,641 shares

    0.08% of the 13F portfolio, value $10,262,485.

    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 8,304 shares
    Change vs previous 13F -130,378 shares

    0.01% of the 13F portfolio, value $621,816.

    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 138,682 shares
    Change vs previous 13F -1,239 shares

    0.09% of the 13F portfolio, value $10,310,988.

    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 139,921 shares
    Change vs previous 13F -12,738 shares

    0.1% of the 13F portfolio, value $9,507,622.

    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 152,659 shares
    Change vs previous 13F -43,074 shares

    0.11% of the 13F portfolio, value $9,489,296.

    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 195,733 shares
    Change vs previous 13F -64,457 shares

    0.15% of the 13F portfolio, value $13,211,984.

    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 260,190 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $17,263,572.

    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).