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Integrated Wealth Concepts LLC: STIP position timeline

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

Integrated Wealth Concepts LLC held 218,961 STIP 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 218,961 shares
    Change vs previous 13F +6,749 shares

    0.15% of the 13F portfolio, value $22,369,014.

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

  2. period ended2026-03-31
    13F 212,212 shares
    Change vs previous 13F +47,436 shares

    0.18% of the 13F portfolio, value $21,949,052.

    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 164,776 shares
    Change vs previous 13F -20,676 shares

    0.2% of the 13F portfolio, value $16,871,376.

    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 185,452 shares
    Change vs previous 13F +16,999 shares

    0.17% of the 13F portfolio, value $19,168,334.

    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 168,453 shares
    Change vs previous 13F -169,028 shares

    0.17% of the 13F portfolio, value $17,335,467.

    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 337,481 shares
    Change vs previous 13F +42,217 shares

    0.41% of the 13F portfolio, value $34,919,131.

    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 295,264 shares
    Change vs previous 13F +95,994 shares

    0.35% of the 13F portfolio, value $29,703,574.

    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 199,270 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $20,189,972.

    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).