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Integrated Wealth Concepts LLC: SPMO position timeline

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

Integrated Wealth Concepts LLC held 136,683 SPMO 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 136,683 shares
    Change vs previous 13F +67,068 shares

    0.14% of the 13F portfolio, value $22,079,725.

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

  2. period ended2026-03-31
    13F 69,615 shares
    Change vs previous 13F +21,309 shares

    0.06% of the 13F portfolio, value $7,804,566.

    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 48,306 shares
    Change vs previous 13F +159 shares

    0.07% of the 13F portfolio, value $5,763,886.

    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 48,147 shares
    Change vs previous 13F +7,529 shares

    0.05% of the 13F portfolio, value $5,828,626.

    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 40,618 shares
    Change vs previous 13F +1,695 shares

    0.05% of the 13F portfolio, value $4,568,320.

    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 38,923 shares
    Change vs previous 13F +3,976 shares

    0.04% of the 13F portfolio, value $3,601,526.

    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 34,947 shares
    Change vs previous 13F +23,106 shares

    0.04% of the 13F portfolio, value $3,320,340.

    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 11,841 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,073,258.

    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).