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Disclosery

Integrated Wealth Concepts LLC: STLA position timeline

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

Integrated Wealth Concepts LLC held 53,102 STLA 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 53,102 shares
    Change vs previous 13F +9,465 shares

    <0.01% of the 13F portfolio, value $304,803.

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

  2. period ended2026-03-31
    13F 43,637 shares
    Change vs previous 13F +7,929 shares

    <0.01% of the 13F portfolio, value $309,384.

    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 35,708 shares
    Change vs previous 13F -415,810 shares

    <0.01% of the 13F portfolio, value $388,859.

    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 451,518 shares
    Change vs previous 13F +82,118 shares

    0.04% of the 13F portfolio, value $4,217,180.

    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 369,400 shares
    Change vs previous 13F +94,221 shares

    0.04% of the 13F portfolio, value $3,705,081.

    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 275,179 shares
    Change vs previous 13F -99,589 shares

    0.04% of the 13F portfolio, value $3,084,763.

    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 374,768 shares
    Change vs previous 13F +92,676 shares

    0.06% of the 13F portfolio, value $4,890,736.

    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 282,092 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,963,394.

    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).