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Integrated Wealth Concepts LLC: SOXX position timeline

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

Integrated Wealth Concepts LLC held 111,726 SOXX 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 111,726 shares
    Change vs previous 13F -771 shares

    0.47% of the 13F portfolio, value $71,589,819.

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

  2. period ended2026-03-31
    13F 112,497 shares
    Change vs previous 13F +103,435 shares

    0.29% of the 13F portfolio, value $36,973,392.

    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 9,062 shares
    Change vs previous 13F -104,729 shares

    0.03% of the 13F portfolio, value $2,729,056.

    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 113,791 shares
    Change vs previous 13F +5,321 shares

    0.28% of the 13F portfolio, value $30,850,962.

    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 108,470 shares
    Change vs previous 13F -294 shares

    0.26% of the 13F portfolio, value $25,891,700.

    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 108,764 shares
    Change vs previous 13F -871 shares

    0.24% of the 13F portfolio, value $20,466,187.

    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 109,635 shares
    Change vs previous 13F +652 shares

    0.27% of the 13F portfolio, value $23,625,202.

    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 108,983 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $25,130,380.

    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).