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Integrated Wealth Concepts LLC: SPTL position timeline

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

Integrated Wealth Concepts LLC held 845,094 SPTL 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 845,094 shares
    Change vs previous 13F -99,466 shares

    0.14% of the 13F portfolio, value $22,166,832.

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

  2. period ended2026-03-31
    13F 944,560 shares
    Change vs previous 13F +19,285 shares

    0.2% of the 13F portfolio, value $24,841,972.

    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 925,275 shares
    Change vs previous 13F +147,204 shares

    0.29% of the 13F portfolio, value $24,492,024.

    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 778,071 shares
    Change vs previous 13F +26,400 shares

    0.19% of the 13F portfolio, value $20,969,024.

    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 751,671 shares
    Change vs previous 13F +260,155 shares

    0.2% of the 13F portfolio, value $19,979,429.

    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 491,516 shares
    Change vs previous 13F -110,693 shares

    0.16% of the 13F portfolio, value $13,398,739.

    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 602,209 shares
    Change vs previous 13F -12 shares

    0.18% of the 13F portfolio, value $15,771,878.

    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 602,221 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $17,506,579.

    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).