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Disclosery

Integrated Wealth Concepts LLC: SOFI position timeline

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

Integrated Wealth Concepts LLC held 63,346 SOFI 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 63,346 shares
    Change vs previous 13F +99 shares

    0.01% of the 13F portfolio, value $1,135,796.

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

  2. period ended2026-03-31
    13F 63,247 shares
    Change vs previous 13F +39,888 shares

    0.01% of the 13F portfolio, value $1,004,364.

    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 23,359 shares
    Change vs previous 13F -48,821 shares

    0.01% of the 13F portfolio, value $611,539.

    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 72,180 shares
    Change vs previous 13F +10,248 shares

    0.02% of the 13F portfolio, value $1,906,998.

    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 61,932 shares
    Change vs previous 13F -36,245 shares

    0.01% of the 13F portfolio, value $1,127,783.

    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 98,177 shares
    Change vs previous 13F +11,689 shares

    0.01% of the 13F portfolio, value $1,141,798.

    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 86,488 shares
    Change vs previous 13F +52,021 shares

    0.02% of the 13F portfolio, value $1,331,917.

    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 34,467 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $270,910.

    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).