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Integrated Wealth Concepts LLC: SPIB position timeline

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

Integrated Wealth Concepts LLC held 194,095 SPIB 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 194,095 shares
    Change vs previous 13F +13,752 shares

    0.04% of the 13F portfolio, value $6,494,413.

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

  2. period ended2026-03-31
    13F 180,343 shares
    Change vs previous 13F +25,014 shares

    0.05% of the 13F portfolio, value $6,048,725.

    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 155,329 shares
    Change vs previous 13F +636 shares

    0.06% of the 13F portfolio, value $5,251,670.

    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 154,693 shares
    Change vs previous 13F +5,207 shares

    0.05% of the 13F portfolio, value $5,242,530.

    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 149,486 shares
    Change vs previous 13F +7,286 shares

    0.05% of the 13F portfolio, value $5,019,751.

    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 142,200 shares
    Change vs previous 13F +21,196 shares

    0.06% of the 13F portfolio, value $4,726,701.

    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 121,004 shares
    Change vs previous 13F +5,701 shares

    0.05% of the 13F portfolio, value $3,964,096.

    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 115,303 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,886,861.

    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).