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Disclosery

Integrated Wealth Concepts LLC: SRVR position timeline

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

Integrated Wealth Concepts LLC held 14,482 SRVR 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 14,482 shares
    Change vs previous 13F -3,704 shares

    <0.01% of the 13F portfolio, value $460,079.

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

  2. period ended2026-03-31
    13F 18,186 shares
    Change vs previous 13F -1,452 shares

    <0.01% of the 13F portfolio, value $567,752.

    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 19,638 shares
    Change vs previous 13F -397 shares

    0.01% of the 13F portfolio, value $562,426.

    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 20,035 shares
    Change vs previous 13F +2,975 shares

    0.01% of the 13F portfolio, value $634,702.

    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 17,060 shares
    Change vs previous 13F +6,866 shares

    0.01% of the 13F portfolio, value $551,372.

    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 10,194 shares
    Change vs previous 13F -654 shares

    <0.01% of the 13F portfolio, value $299,199.

    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 10,848 shares
    Change vs previous 13F +16 shares

    <0.01% of the 13F portfolio, value $325,238.

    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 10,832 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $348,151.

    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).