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Integrated Wealth Concepts LLC: SPLV position timeline

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

Integrated Wealth Concepts LLC held 18,752 SPLV 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 18,752 shares
    Change vs previous 13F +1,991 shares

    0.01% of the 13F portfolio, value $1,404,536.

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

  2. period ended2026-03-31
    13F 16,761 shares
    Change vs previous 13F +7,336 shares

    0.01% of the 13F portfolio, value $1,225,915.

    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 9,425 shares
    Change vs previous 13F -9,128 shares

    0.01% of the 13F portfolio, value $673,124.

    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 18,553 shares
    Change vs previous 13F -25,089 shares

    0.01% of the 13F portfolio, value $1,363,290.

    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 43,642 shares
    Change vs previous 13F -63,628 shares

    0.03% of the 13F portfolio, value $3,178,011.

    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 107,270 shares
    Change vs previous 13F +82,610 shares

    0.09% of the 13F portfolio, value $8,015,184.

    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 24,660 shares
    Change vs previous 13F -4,850 shares

    0.02% of the 13F portfolio, value $1,726,197.

    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 29,510 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,116,760.

    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).