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Integrated Wealth Concepts LLC: SPYM position timeline

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

Integrated Wealth Concepts LLC held 1,540,805 SPYM 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 1,540,805 shares
    Change vs previous 13F +88,887 shares

    0.89% of the 13F portfolio, value $135,405,936.

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

  2. period ended2026-03-31
    13F 1,451,918 shares
    Change vs previous 13F +321,601 shares

    0.89% of the 13F portfolio, value $111,129,833.

    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 1,130,317 shares
    Change vs previous 13F -22,562 shares

    1.08% of the 13F portfolio, value $90,674,033.

    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 1,152,879 shares
    Change vs previous 13F +21,287 shares

    0.81% of the 13F portfolio, value $90,316,597.

    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 1,131,592 shares
    Change vs previous 13F +8,257 shares

    0.83% of the 13F portfolio, value $82,255,417.

    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 1,123,335 shares
    Change vs previous 13F -395,514 shares

    0.86% of the 13F portfolio, value $73,870,524.

    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 1,518,849 shares
    Change vs previous 13F -14,363 shares

    1.22% of the 13F portfolio, value $104,709,469.

    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 1,533,212 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $103,507,123.

    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).