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Integrated Wealth Concepts LLC: SRLN position timeline

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

Integrated Wealth Concepts LLC held 228,380 SRLN 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 228,380 shares
    Change vs previous 13F -497 shares

    0.06% of the 13F portfolio, value $9,201,424.

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

  2. period ended2026-03-31
    13F 228,877 shares
    Change vs previous 13F +10,944 shares

    0.07% of the 13F portfolio, value $9,187,137.

    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 217,933 shares
    Change vs previous 13F +4,460 shares

    0.11% of the 13F portfolio, value $8,994,079.

    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 213,473 shares
    Change vs previous 13F +532 shares

    0.08% of the 13F portfolio, value $8,876,214.

    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 212,941 shares
    Change vs previous 13F -1,932 shares

    0.09% of the 13F portfolio, value $8,856,204.

    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 214,873 shares
    Change vs previous 13F +13,719 shares

    0.1% of the 13F portfolio, value $8,837,703.

    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 201,154 shares
    Change vs previous 13F +1,814 shares

    0.1% of the 13F portfolio, value $8,394,153.

    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 199,340 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $8,324,435.

    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).