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Disclosery

Integrated Wealth Concepts LLC: STEL position timeline

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

Integrated Wealth Concepts LLC held 34,832 STEL 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 34,832 shares
    Change vs previous 13F -148 shares

    0.01% of the 13F portfolio, value $1,369,594.

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

  2. period ended2026-03-31
    13F 34,980 shares
    Change vs previous 13F +349 shares

    0.01% of the 13F portfolio, value $1,280,618.

    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 34,631 shares
    Change vs previous 13F -192 shares

    0.01% of the 13F portfolio, value $1,071,483.

    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 34,823 shares
    Change vs previous 13F +82 shares

    0.01% of the 13F portfolio, value $1,056,530.

    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 34,741 shares
    Change vs previous 13F +304 shares

    0.01% of the 13F portfolio, value $972,053.

    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 34,437 shares
    Change vs previous 13F +341 shares

    0.01% of the 13F portfolio, value $952,527.

    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 34,096 shares
    Change vs previous 13F -81,850 shares

    0.01% of the 13F portfolio, value $966,622.

    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 115,946 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,001,842.

    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).