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Disclosery

Integrated Wealth Concepts LLC: SRE position timeline

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

Integrated Wealth Concepts LLC held 52,313 SRE 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 52,313 shares
    Change vs previous 13F +778 shares

    0.03% of the 13F portfolio, value $4,849,912.

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

  2. period ended2026-03-31
    13F 51,535 shares
    Change vs previous 13F +44,021 shares

    0.04% of the 13F portfolio, value $5,007,619.

    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 7,514 shares
    Change vs previous 13F -44,162 shares

    0.01% of the 13F portfolio, value $663,407.

    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 51,676 shares
    Change vs previous 13F +300 shares

    0.04% of the 13F portfolio, value $4,649,765.

    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 51,376 shares
    Change vs previous 13F +560 shares

    0.04% of the 13F portfolio, value $3,892,756.

    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 50,816 shares
    Change vs previous 13F -153 shares

    0.04% of the 13F portfolio, value $3,626,252.

    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 50,969 shares
    Change vs previous 13F -875 shares

    0.05% of the 13F portfolio, value $4,471,018.

    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 51,844 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,335,742.

    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).