Integrated Wealth Concepts LLC: STLD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Integrated Wealth Concepts LLC on STLD, newest first. How the timeline and the estimate are built.
Integrated Wealth Concepts LLC held 2,912 STLD shares at 2026-06-30 per its 13F-HR/A filed 2026-09-09.
the latest 13F is the newest step
- period ended2026-06-3013F/A 2,912 sharesChange vs previous 13F +110 shares
<0.01% of the 13F portfolio, value $668,137.
13F-HR/A 0001737109-26-000007 filed by Integrated Wealth Concepts LLC
Accepted , ingested - period ended2026-03-3113F 2,802 sharesChange vs previous 13F +925 shares
<0.01% of the 13F portfolio, value $504,439.
13F-HR 0001737109-26-000002 filed by Integrated Wealth Concepts LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,877 sharesChange vs previous 13F -328 shares
<0.01% of the 13F portfolio, value $318,127.
13F-HR 0001737109-26-000001 filed by Integrated Wealth Concepts LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,205 sharesChange vs previous 13F -1,762 shares
<0.01% of the 13F portfolio, value $307,493.
13F-HR 0001737109-25-000007 filed by Integrated Wealth Concepts LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,967 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $507,786.
13F-HR 0001737109-25-000006 filed by Integrated Wealth Concepts LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).