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Disclosery

Integrated Wealth Concepts LLC: SPDW position timeline

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

Integrated Wealth Concepts LLC held 1,249,570 SPDW 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 1,249,570 shares
    Change vs previous 13F +68,573 shares

    0.41% of the 13F portfolio, value $62,965,854.

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

  2. period ended2026-03-31
    13F 1,180,997 shares
    Change vs previous 13F +240,849 shares

    0.43% of the 13F portfolio, value $53,912,509.

    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 940,148 shares
    Change vs previous 13F -146,533 shares

    0.5% of the 13F portfolio, value $41,751,979.

    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 1,086,681 shares
    Change vs previous 13F +71,454 shares

    0.42% of the 13F portfolio, value $46,499,093.

    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 1,015,227 shares
    Change vs previous 13F +138,589 shares

    0.41% of the 13F portfolio, value $41,106,560.

    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 876,638 shares
    Change vs previous 13F -98,467 shares

    0.37% of the 13F portfolio, value $31,918,389.

    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 975,105 shares
    Change vs previous 13F +52,649 shares

    0.39% of the 13F portfolio, value $33,280,348.

    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 922,456 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $34,647,460.

    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).