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Integrated Wealth Concepts LLC: SPYC position timeline

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

Integrated Wealth Concepts LLC held 326,608 SPYC 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 326,608 shares
    Change vs previous 13F +33,569 shares

    0.1% of the 13F portfolio, value $14,919,686.

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

  2. period ended2026-03-31
    13F 293,039 shares
    Change vs previous 13F -30,859 shares

    0.09% of the 13F portfolio, value $11,566,879.

    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 323,898 shares
    Change vs previous 13F +73,490 shares

    0.16% of the 13F portfolio, value $13,844,959.

    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 250,408 shares
    Change vs previous 13F +20,567 shares

    0.1% of the 13F portfolio, value $10,731,799.

    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 229,841 shares
    Change vs previous 13F -16,943 shares

    0.1% of the 13F portfolio, value $9,496,968.

    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 246,784 shares
    Change vs previous 13F -54,078 shares

    0.1% of the 13F portfolio, value $8,500,546.

    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 300,862 shares
    Change vs previous 13F +12,551 shares

    0.13% of the 13F portfolio, value $11,258,273.

    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 288,311 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $10,889,114.

    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).