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Integrated Wealth Concepts LLC: SPSM position timeline

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

Integrated Wealth Concepts LLC held 417,275 SPSM 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 417,275 shares
    Change vs previous 13F +15,284 shares

    0.16% of the 13F portfolio, value $24,064,263.

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

  2. period ended2026-03-31
    13F 401,991 shares
    Change vs previous 13F +79,689 shares

    0.15% of the 13F portfolio, value $19,424,238.

    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 322,302 shares
    Change vs previous 13F -36,007 shares

    0.18% of the 13F portfolio, value $15,103,058.

    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 358,309 shares
    Change vs previous 13F -6,090 shares

    0.15% of the 13F portfolio, value $16,596,896.

    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 364,399 shares
    Change vs previous 13F +44,217 shares

    0.16% of the 13F portfolio, value $15,523,409.

    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 320,182 shares
    Change vs previous 13F -160,801 shares

    0.15% of the 13F portfolio, value $13,050,628.

    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 480,983 shares
    Change vs previous 13F +1,735 shares

    0.25% of the 13F portfolio, value $21,605,739.

    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 479,248 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $21,810,582.

    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).