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Integrated Wealth Concepts LLC: SPSB position timeline

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

Integrated Wealth Concepts LLC held 28,956 SPSB 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 28,956 shares
    Change vs previous 13F +4,641 shares

    0.01% of the 13F portfolio, value $868,964.

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

  2. period ended2026-03-31
    13F 24,315 shares
    Change vs previous 13F +3,477 shares

    0.01% of the 13F portfolio, value $731,148.

    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 20,838 shares
    Change vs previous 13F -275 shares

    0.01% of the 13F portfolio, value $629,317.

    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 21,113 shares
    Change vs previous 13F -1,630 shares

    0.01% of the 13F portfolio, value $639,511.

    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 22,743 shares
    Change vs previous 13F +2,123 shares

    0.01% of the 13F portfolio, value $686,604.

    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 20,620 shares
    Change vs previous 13F -2,855 shares

    0.01% of the 13F portfolio, value $620,657.

    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 23,475 shares
    Change vs previous 13F +1,974 shares

    0.01% of the 13F portfolio, value $700,950.

    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 21,501 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $651,052.

    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).