Skip to content
Disclosery

Integrated Wealth Concepts LLC: SUB position timeline

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

Integrated Wealth Concepts LLC held 96,849 SUB 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 96,849 shares
    Change vs previous 13F +8,589 shares

    0.07% of the 13F portfolio, value $10,311,561.

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

  2. period ended2026-03-31
    13F 88,260 shares
    Change vs previous 13F +55,301 shares

    0.07% of the 13F portfolio, value $9,399,680.

    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 32,959 shares
    Change vs previous 13F -48,013 shares

    0.04% of the 13F portfolio, value $3,516,686.

    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 80,972 shares
    Change vs previous 13F +42,698 shares

    0.08% of the 13F portfolio, value $8,646,172.

    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 38,274 shares
    Change vs previous 13F +935 shares

    0.04% of the 13F portfolio, value $4,070,072.

    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 37,339 shares
    Change vs previous 13F -50,190 shares

    0.05% of the 13F portfolio, value $3,942,972.

    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 87,529 shares
    Change vs previous 13F +3,861 shares

    0.11% of the 13F portfolio, value $9,232,579.

    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 83,668 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $8,884,744.

    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).