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Integrated Wealth Concepts LLC: SSUS position timeline

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

Integrated Wealth Concepts LLC held 864,921 SSUS 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 864,921 shares
    Change vs previous 13F -19,230 shares

    0.31% of the 13F portfolio, value $47,838,805.

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

  2. period ended2026-03-31
    13F 884,151 shares
    Change vs previous 13F -63,653 shares

    0.33% of the 13F portfolio, value $41,277,007.

    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 947,804 shares
    Change vs previous 13F -41,006 shares

    0.55% of the 13F portfolio, value $46,205,540.

    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 988,810 shares
    Change vs previous 13F -119,513 shares

    0.43% of the 13F portfolio, value $47,766,454.

    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 1,108,323 shares
    Change vs previous 13F -104,443 shares

    0.5% of the 13F portfolio, value $49,841,311.

    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 1,212,766 shares
    Change vs previous 13F -38,171 shares

    0.58% of the 13F portfolio, value $49,371,692.

    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 1,250,937 shares
    Change vs previous 13F -20,556 shares

    0.61% of the 13F portfolio, value $52,626,915.

    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 1,271,493 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $52,881,396.

    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).