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Integrated Wealth Concepts LLC: SPYI position timeline

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

Integrated Wealth Concepts LLC held 94,238 SPYI 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 94,238 shares
    Change vs previous 13F +42,303 shares

    0.03% of the 13F portfolio, value $5,003,103.

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

  2. period ended2026-03-31
    13F 51,935 shares
    Change vs previous 13F +36,793 shares

    0.02% of the 13F portfolio, value $2,564,018.

    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 15,142 shares
    Change vs previous 13F -15,063 shares

    0.01% of the 13F portfolio, value $795,413.

    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 30,205 shares
    Change vs previous 13F +1,120 shares

    0.01% of the 13F portfolio, value $1,579,747.

    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 29,085 shares
    Change vs previous 13F +18,336 shares

    0.01% of the 13F portfolio, value $1,463,558.

    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 10,749 shares
    Change vs previous 13F -1,272 shares

    0.01% of the 13F portfolio, value $514,787.

    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 12,021 shares
    Change vs previous 13F +1,590 shares

    0.01% of the 13F portfolio, value $610,907.

    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 10,431 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $534,381.

    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).