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Integrated Wealth Concepts LLC: SPGI position timeline

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

Integrated Wealth Concepts LLC held 10,308 SPGI 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 10,308 shares
    Change vs previous 13F -1,779 shares

    0.03% of the 13F portfolio, value $4,198,150.

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

  2. period ended2026-03-31
    13F 12,087 shares
    Change vs previous 13F +7,575 shares

    0.04% of the 13F portfolio, value $5,141,102.

    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 4,512 shares
    Change vs previous 13F -2,509 shares

    0.03% of the 13F portfolio, value $2,357,802.

    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 7,021 shares
    Change vs previous 13F +170 shares

    0.03% of the 13F portfolio, value $3,416,954.

    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 6,851 shares
    Change vs previous 13F +2,248 shares

    0.04% of the 13F portfolio, value $3,612,454.

    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 4,603 shares
    Change vs previous 13F +275 shares

    0.03% of the 13F portfolio, value $2,338,677.

    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 4,328 shares
    Change vs previous 13F +352 shares

    0.03% of the 13F portfolio, value $2,155,666.

    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 3,976 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,053,959.

    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).