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Integrated Wealth Concepts LLC: SPEM position timeline

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

Integrated Wealth Concepts LLC held 785,289 SPEM 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 785,289 shares
    Change vs previous 13F -5,523 shares

    0.27% of the 13F portfolio, value $40,662,273.

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

  2. period ended2026-03-31
    13F 790,812 shares
    Change vs previous 13F +83,446 shares

    0.3% of the 13F portfolio, value $37,096,987.

    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 707,366 shares
    Change vs previous 13F +475,236 shares

    0.39% of the 13F portfolio, value $33,111,786.

    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 232,130 shares
    Change vs previous 13F +34,353 shares

    0.1% of the 13F portfolio, value $10,865,992.

    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 197,777 shares
    Change vs previous 13F +63,082 shares

    0.08% of the 13F portfolio, value $8,452,991.

    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 134,695 shares
    Change vs previous 13F -7,231 shares

    0.06% of the 13F portfolio, value $5,302,949.

    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 141,926 shares
    Change vs previous 13F +10,027 shares

    0.06% of the 13F portfolio, value $5,445,703.

    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 131,899 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $5,444,799.

    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).