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Disclosery

Integrated Wealth Concepts LLC: SSD position timeline

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

Integrated Wealth Concepts LLC held 3,361 SSD 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 3,361 shares
    Change vs previous 13F -2,569 shares

    <0.01% of the 13F portfolio, value $703,626.

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

  2. period ended2026-03-31
    13F 5,930 shares
    Change vs previous 13F +2,284 shares

    0.01% of the 13F portfolio, value $1,017,707.

    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 3,646 shares
    Change vs previous 13F -1,674 shares

    0.01% of the 13F portfolio, value $588,719.

    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 5,320 shares
    Change vs previous 13F +2,756 shares

    0.01% of the 13F portfolio, value $890,887.

    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 2,564 shares
    Change vs previous 13F -156 shares

    <0.01% of the 13F portfolio, value $398,215.

    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 2,720 shares
    Change vs previous 13F +286 shares

    <0.01% of the 13F portfolio, value $427,257.

    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 2,434 shares
    Change vs previous 13F -224 shares

    <0.01% of the 13F portfolio, value $403,631.

    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 2,658 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $508,396.

    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).