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Integrated Wealth Concepts LLC: SPTS position timeline

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

Integrated Wealth Concepts LLC held 315,007 SPTS 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 315,007 shares
    Change vs previous 13F +14,503 shares

    0.06% of the 13F portfolio, value $9,138,352.

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

  2. period ended2026-03-31
    13F 300,504 shares
    Change vs previous 13F +108,638 shares

    0.07% of the 13F portfolio, value $8,768,722.

    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 191,866 shares
    Change vs previous 13F -863 shares

    0.07% of the 13F portfolio, value $5,617,825.

    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 192,729 shares
    Change vs previous 13F +17,007 shares

    0.05% of the 13F portfolio, value $5,650,821.

    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 175,722 shares
    Change vs previous 13F +68,539 shares

    0.05% of the 13F portfolio, value $5,146,896.

    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 107,183 shares
    Change vs previous 13F -23,809 shares

    0.04% of the 13F portfolio, value $3,134,041.

    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 130,992 shares
    Change vs previous 13F -14,113 shares

    0.04% of the 13F portfolio, value $3,800,078.

    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 145,105 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,267,547.

    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).