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Integrated Wealth Concepts LLC: SPYD position timeline

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

Integrated Wealth Concepts LLC held 55,078 SPYD 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 55,078 shares
    Change vs previous 13F -2,415 shares

    0.02% of the 13F portfolio, value $2,627,766.

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

  2. period ended2026-03-31
    13F 57,493 shares
    Change vs previous 13F +40,911 shares

    0.02% of the 13F portfolio, value $2,617,092.

    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 16,582 shares
    Change vs previous 13F -125,563 shares

    0.01% of the 13F portfolio, value $717,179.

    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 142,145 shares
    Change vs previous 13F -181 shares

    0.06% of the 13F portfolio, value $6,254,364.

    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 142,326 shares
    Change vs previous 13F -8,971 shares

    0.06% of the 13F portfolio, value $6,040,327.

    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 151,297 shares
    Change vs previous 13F -6,308 shares

    0.08% of the 13F portfolio, value $6,696,415.

    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 157,605 shares
    Change vs previous 13F +37,101 shares

    0.08% of the 13F portfolio, value $6,814,862.

    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 120,504 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $5,500,993.

    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).