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Integrated Wealth Concepts LLC: SPY position timeline

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

Integrated Wealth Concepts LLC held 224,304 SPY 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 224,304 shares
    Change vs previous 13F -4,601 shares

    1.1% of the 13F portfolio, value $167,503,068.

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

  2. period ended2026-03-31
    13F 228,905 shares
    Change vs previous 13F +123,437 shares

    1.19% of the 13F portfolio, value $148,865,969.

    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 105,468 shares
    Change vs previous 13F -121,787 shares

    0.85% of the 13F portfolio, value $71,920,363.

    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 227,255 shares
    Change vs previous 13F +10,560 shares

    1.35% of the 13F portfolio, value $151,392,676.

    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 216,695 shares
    Change vs previous 13F +13,158 shares

    1.34% of the 13F portfolio, value $133,884,696.

    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 203,537 shares
    Change vs previous 13F +13,318 shares

    1.33% of the 13F portfolio, value $113,856,836.

    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 190,219 shares
    Change vs previous 13F +29,791 shares

    1.3% of the 13F portfolio, value $111,483,308.

    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 160,428 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $92,047,368.

    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).