Skip to content
Disclosery

Integrated Wealth Concepts LLC: SSL position timeline

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

Integrated Wealth Concepts LLC held 107,176 SSL 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 107,176 shares
    Change vs previous 13F +29,879 shares

    0.01% of the 13F portfolio, value $1,052,470.

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

  2. period ended2026-03-31
    13F 77,297 shares
    Change vs previous 13F +7,304 shares

    0.01% of the 13F portfolio, value $1,001,771.

    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 69,993 shares
    Change vs previous 13F +7,145 shares

    0.01% of the 13F portfolio, value $455,658.

    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 62,848 shares
    Change vs previous 13F +2,334 shares

    <0.01% of the 13F portfolio, value $390,914.

    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 60,514 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $267,474.

    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).