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Integrated Wealth Concepts LLC: SPMB position timeline

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

Integrated Wealth Concepts LLC held 207,876 SPMB 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 207,876 shares
    Change vs previous 13F +1,760 shares

    0.03% of the 13F portfolio, value $4,637,715.

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

  2. period ended2026-03-31
    13F 206,116 shares
    Change vs previous 13F +40,018 shares

    0.04% of the 13F portfolio, value $4,614,936.

    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 166,098 shares
    Change vs previous 13F -1,852 shares

    0.04% of the 13F portfolio, value $3,723,089.

    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 167,950 shares
    Change vs previous 13F +11,473 shares

    0.03% of the 13F portfolio, value $3,768,806.

    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 156,477 shares
    Change vs previous 13F +4,170 shares

    0.03% of the 13F portfolio, value $3,458,135.

    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 152,307 shares
    Change vs previous 13F +34,448 shares

    0.04% of the 13F portfolio, value $3,358,380.

    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 117,859 shares
    Change vs previous 13F +2,276 shares

    0.03% of the 13F portfolio, value $2,539,859.

    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 115,583 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,604,092.

    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).