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Integrated Wealth Concepts LLC: SMMV position timeline

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

Integrated Wealth Concepts LLC held 32,451 SMMV 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 32,451 shares
    Change vs previous 13F +1,142 shares

    0.01% of the 13F portfolio, value $1,494,045.

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

  2. period ended2026-03-31
    13F 31,309 shares
    Change vs previous 13F -78 shares

    0.01% of the 13F portfolio, value $1,365,607.

    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 31,387 shares
    Change vs previous 13F +9 shares

    0.02% of the 13F portfolio, value $1,359,983.

    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 31,378 shares
    Change vs previous 13F -3,348 shares

    0.01% of the 13F portfolio, value $1,350,829.

    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 34,726 shares
    Change vs previous 13F +790 shares

    0.01% of the 13F portfolio, value $1,458,834.

    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 33,936 shares
    Change vs previous 13F +59 shares

    0.02% of the 13F portfolio, value $1,406,635.

    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 33,877 shares
    Change vs previous 13F +127 shares

    0.02% of the 13F portfolio, value $1,404,559.

    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 33,750 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,377,001.

    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).