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Disclosery

Integrated Wealth Concepts LLC: SOUN position timeline

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

Integrated Wealth Concepts LLC held 30,091 SOUN 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 30,091 shares
    Change vs previous 13F -4,472 shares

    <0.01% of the 13F portfolio, value $194,690.

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

  2. period ended2026-03-31
    13F 34,563 shares
    Change vs previous 13F +20,511 shares

    <0.01% of the 13F portfolio, value $237,448.

    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 14,052 shares
    Change vs previous 13F -588 shares

    <0.01% of the 13F portfolio, value $140,099.

    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 14,640 shares
    Change vs previous 13F -7,073 shares

    <0.01% of the 13F portfolio, value $235,411.

    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 21,713 shares
    Change vs previous 13F +7,037 shares

    <0.01% of the 13F portfolio, value $232,981.

    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 14,676 shares
    Change vs previous 13F +1,201 shares

    <0.01% of the 13F portfolio, value $119,169.

    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 13,475 shares
    Change vs previous 13F -3,675 shares

    <0.01% of the 13F portfolio, value $267,344.

    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 17,150 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $79,919.

    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).