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Integrated Wealth Concepts LLC: SONY position timeline

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

Integrated Wealth Concepts LLC held 26,033 SONY 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 26,033 shares
    Change vs previous 13F +308 shares

    <0.01% of the 13F portfolio, value $522,227.

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

  2. period ended2026-03-31
    13F 25,725 shares
    Change vs previous 13F +6,257 shares

    <0.01% of the 13F portfolio, value $532,521.

    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 19,468 shares
    Change vs previous 13F -8,038 shares

    0.01% of the 13F portfolio, value $498,377.

    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 27,506 shares
    Change vs previous 13F -243 shares

    0.01% of the 13F portfolio, value $791,894.

    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 27,749 shares
    Change vs previous 13F +4,886 shares

    0.01% of the 13F portfolio, value $722,319.

    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 22,863 shares
    Change vs previous 13F -611 shares

    0.01% of the 13F portfolio, value $580,502.

    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 23,474 shares
    Change vs previous 13F +19,033 shares

    0.01% of the 13F portfolio, value $496,718.

    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 4,441 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $428,903.

    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).