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Integrated Wealth Concepts LLC: SMMU position timeline

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

Integrated Wealth Concepts LLC held 142,007 SMMU 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 142,007 shares
    Change vs previous 13F +9,200 shares

    0.05% of the 13F portfolio, value $7,171,354.

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

  2. period ended2026-03-31
    13F 132,807 shares
    Change vs previous 13F +106,156 shares

    0.05% of the 13F portfolio, value $6,700,113.

    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 26,651 shares
    Change vs previous 13F -70,902 shares

    0.02% of the 13F portfolio, value $1,344,014.

    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 97,553 shares
    Change vs previous 13F +93,397 shares

    0.04% of the 13F portfolio, value $4,933,237.

    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 4,156 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $208,517.

    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).