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Integrated Wealth Concepts LLC: SPYG position timeline

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

Integrated Wealth Concepts LLC held 1,112,724 SPYG 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 1,112,724 shares
    Change vs previous 13F +39,441 shares

    0.87% of the 13F portfolio, value $132,403,059.

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

  2. period ended2026-03-31
    13F 1,073,283 shares
    Change vs previous 13F +282,259 shares

    0.84% of the 13F portfolio, value $105,085,218.

    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 791,024 shares
    Change vs previous 13F -188,554 shares

    1% of the 13F portfolio, value $84,402,316.

    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 979,578 shares
    Change vs previous 13F +24,588 shares

    0.92% of the 13F portfolio, value $102,375,698.

    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 954,990 shares
    Change vs previous 13F +15,400 shares

    0.91% of the 13F portfolio, value $91,029,670.

    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 939,590 shares
    Change vs previous 13F +66,412 shares

    0.88% of the 13F portfolio, value $75,514,853.

    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 873,178 shares
    Change vs previous 13F +241,523 shares

    0.89% of the 13F portfolio, value $76,752,422.

    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 631,655 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $52,389,511.

    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).