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Integrated Wealth Concepts LLC: SPYV position timeline

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

Integrated Wealth Concepts LLC held 1,353,074 SPYV 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 1,353,074 shares
    Change vs previous 13F -129,814 shares

    0.54% of the 13F portfolio, value $82,253,364.

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

  2. period ended2026-03-31
    13F 1,482,888 shares
    Change vs previous 13F +262,295 shares

    0.67% of the 13F portfolio, value $83,901,781.

    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 1,220,593 shares
    Change vs previous 13F +185,044 shares

    0.82% of the 13F portfolio, value $69,341,883.

    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 1,035,549 shares
    Change vs previous 13F +35,107 shares

    0.51% of the 13F portfolio, value $57,296,930.

    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 1,000,442 shares
    Change vs previous 13F +246,755 shares

    0.53% of the 13F portfolio, value $52,363,113.

    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 753,687 shares
    Change vs previous 13F +181,588 shares

    0.45% of the 13F portfolio, value $38,490,799.

    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 572,099 shares
    Change vs previous 13F +222,092 shares

    0.34% of the 13F portfolio, value $29,257,151.

    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 350,007 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $18,501,355.

    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).