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Disclosery

Integrated Wealth Concepts LLC: SOLV position timeline

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

Integrated Wealth Concepts LLC held 9,052 SOLV 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 9,052 shares
    Change vs previous 13F +597 shares

    <0.01% of the 13F portfolio, value $698,360.

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

  2. period ended2026-03-31
    13F 8,455 shares
    Change vs previous 13F +5,063 shares

    <0.01% of the 13F portfolio, value $552,112.

    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 3,392 shares
    Change vs previous 13F -3,424 shares

    <0.01% of the 13F portfolio, value $268,782.

    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 6,816 shares
    Change vs previous 13F -177 shares

    <0.01% of the 13F portfolio, value $497,568.

    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 6,993 shares
    Change vs previous 13F -215 shares

    0.01% of the 13F portfolio, value $530,352.

    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 7,208 shares
    Change vs previous 13F -395 shares

    0.01% of the 13F portfolio, value $548,095.

    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 7,603 shares
    Change vs previous 13F -769 shares

    0.01% of the 13F portfolio, value $502,254.

    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 8,372 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $583,695.

    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).