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Disclosery

Integrated Wealth Concepts LLC: SNOW position timeline

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

Integrated Wealth Concepts LLC held 18,239 SNOW 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 18,239 shares
    Change vs previous 13F -528 shares

    0.03% of the 13F portfolio, value $4,641,716.

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

  2. period ended2026-03-31
    13F 18,767 shares
    Change vs previous 13F +6,911 shares

    0.02% of the 13F portfolio, value $2,830,512.

    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 11,856 shares
    Change vs previous 13F -8,196 shares

    0.03% of the 13F portfolio, value $2,600,719.

    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 20,052 shares
    Change vs previous 13F -1,715 shares

    0.04% of the 13F portfolio, value $4,522,666.

    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 21,767 shares
    Change vs previous 13F +7,055 shares

    0.05% of the 13F portfolio, value $4,870,729.

    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 14,712 shares
    Change vs previous 13F +2,177 shares

    0.03% of the 13F portfolio, value $2,150,243.

    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 12,535 shares
    Change vs previous 13F -687 shares

    0.02% of the 13F portfolio, value $1,935,529.

    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 13,222 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,518,682.

    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).