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Integrated Wealth Concepts LLC: SPTM position timeline

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

Integrated Wealth Concepts LLC held 58,805 SPTM 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 58,805 shares
    Change vs previous 13F +2,690 shares

    0.03% of the 13F portfolio, value $5,338,868.

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

  2. period ended2026-03-31
    13F 56,115 shares
    Change vs previous 13F +24,884 shares

    0.04% of the 13F portfolio, value $4,436,475.

    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 31,231 shares
    Change vs previous 13F -15,708 shares

    0.03% of the 13F portfolio, value $2,576,558.

    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 46,939 shares
    Change vs previous 13F -2,020 shares

    0.03% of the 13F portfolio, value $3,785,659.

    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 48,959 shares
    Change vs previous 13F +895 shares

    0.04% of the 13F portfolio, value $3,666,512.

    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 48,064 shares
    Change vs previous 13F -68,399 shares

    0.04% of the 13F portfolio, value $3,268,809.

    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 116,463 shares
    Change vs previous 13F +2,435 shares

    0.1% of the 13F portfolio, value $8,318,970.

    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 114,028 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $7,988,787.

    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).