Skip to content
Disclosery

Integrated Wealth Concepts LLC: STE position timeline

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

Integrated Wealth Concepts LLC held 3,140 STE 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 3,140 shares
    Change vs previous 13F -1,050 shares

    <0.01% of the 13F portfolio, value $661,241.

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

  2. period ended2026-03-31
    13F 4,190 shares
    Change vs previous 13F -289 shares

    0.01% of the 13F portfolio, value $926,578.

    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 4,479 shares
    Change vs previous 13F +2,084 shares

    0.01% of the 13F portfolio, value $1,135,564.

    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 2,395 shares
    Change vs previous 13F +746 shares

    0.01% of the 13F portfolio, value $592,547.

    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 1,649 shares
    Change vs previous 13F +492 shares

    <0.01% of the 13F portfolio, value $396,044.

    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 1,157 shares
    Change vs previous 13F -281 shares

    <0.01% of the 13F portfolio, value $262,153.

    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 1,438 shares
    Change vs previous 13F -206 shares

    <0.01% of the 13F portfolio, value $295,662.

    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 1,644 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $398,771.

    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).