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Integrated Wealth Concepts LLC: SPTI position timeline

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

Integrated Wealth Concepts LLC held 1,054,763 SPTI 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 1,054,763 shares
    Change vs previous 13F +547,584 shares

    0.2% of the 13F portfolio, value $29,944,698.

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

  2. period ended2026-03-31
    13F 507,179 shares
    Change vs previous 13F +150,143 shares

    0.12% of the 13F portfolio, value $14,535,756.

    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 357,036 shares
    Change vs previous 13F +127,026 shares

    0.12% of the 13F portfolio, value $10,296,917.

    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 230,010 shares
    Change vs previous 13F +27,414 shares

    0.06% of the 13F portfolio, value $6,647,283.

    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 202,596 shares
    Change vs previous 13F +80,399 shares

    0.06% of the 13F portfolio, value $5,828,696.

    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 122,197 shares
    Change vs previous 13F -122,930 shares

    0.04% of the 13F portfolio, value $3,492,392.

    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 245,127 shares
    Change vs previous 13F -11,696 shares

    0.08% of the 13F portfolio, value $6,834,160.

    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 256,823 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $7,463,280.

    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).