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Integrated Wealth Concepts LLC: STBA position timeline

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

Integrated Wealth Concepts LLC held 84,805 STBA 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 84,805 shares
    Change vs previous 13F -2,181 shares

    0.03% of the 13F portfolio, value $4,162,234.

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

  2. period ended2026-03-31
    13F 86,986 shares
    Change vs previous 13F -410 shares

    0.03% of the 13F portfolio, value $3,638,631.

    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 87,396 shares
    Change vs previous 13F -9,754 shares

    0.04% of the 13F portfolio, value $3,439,022.

    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 97,150 shares
    Change vs previous 13F +4,826 shares

    0.03% of the 13F portfolio, value $3,651,848.

    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 92,324 shares
    Change vs previous 13F +9,454 shares

    0.04% of the 13F portfolio, value $3,491,712.

    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 82,870 shares
    Change vs previous 13F +152 shares

    0.04% of the 13F portfolio, value $3,070,360.

    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 82,718 shares
    Change vs previous 13F +14,024 shares

    0.04% of the 13F portfolio, value $3,161,495.

    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 68,694 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,883,091.

    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).