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Disclosery

Integrated Wealth Concepts LLC: SPMD position timeline

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

Integrated Wealth Concepts LLC held 173,924 SPMD 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 173,924 shares
    Change vs previous 13F +7,452 shares

    0.08% of the 13F portfolio, value $11,750,280.

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

  2. period ended2026-03-31
    13F 166,472 shares
    Change vs previous 13F +80,004 shares

    0.08% of the 13F portfolio, value $9,858,488.

    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 86,468 shares
    Change vs previous 13F -56,020 shares

    0.06% of the 13F portfolio, value $5,007,392.

    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 142,488 shares
    Change vs previous 13F +3,731 shares

    0.07% of the 13F portfolio, value $8,148,904.

    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 138,757 shares
    Change vs previous 13F +19,527 shares

    0.08% of the 13F portfolio, value $7,545,623.

    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 119,230 shares
    Change vs previous 13F -3,202 shares

    0.07% of the 13F portfolio, value $6,102,192.

    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 122,432 shares
    Change vs previous 13F +11,436 shares

    0.08% of the 13F portfolio, value $6,695,807.

    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 110,996 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $6,069,231.

    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).