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Disclosery

Integrated Wealth Concepts LLC: STT position timeline

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

Integrated Wealth Concepts LLC held 12,526 STT 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 12,526 shares
    Change vs previous 13F +210 shares

    0.01% of the 13F portfolio, value $2,124,333.

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

  2. period ended2026-03-31
    13F 12,316 shares
    Change vs previous 13F +3,424 shares

    0.01% of the 13F portfolio, value $1,558,757.

    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 8,892 shares
    Change vs previous 13F -2,108 shares

    0.01% of the 13F portfolio, value $1,147,206.

    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 11,000 shares
    Change vs previous 13F +1,014 shares

    0.01% of the 13F portfolio, value $1,276,161.

    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 9,986 shares
    Change vs previous 13F +2,487 shares

    0.01% of the 13F portfolio, value $1,061,907.

    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 7,499 shares
    Change vs previous 13F -40 shares

    0.01% of the 13F portfolio, value $671,420.

    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 7,539 shares
    Change vs previous 13F +488 shares

    0.01% of the 13F portfolio, value $739,919.

    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 7,051 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $623,757.

    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).