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Disclosery

Integrated Wealth Concepts LLC: SUSA position timeline

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

Integrated Wealth Concepts LLC held 15,054 SUSA 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 15,054 shares
    Change vs previous 13F +653 shares

    0.02% of the 13F portfolio, value $2,322,808.

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

  2. period ended2026-03-31
    13F 14,401 shares
    Change vs previous 13F -121 shares

    0.02% of the 13F portfolio, value $1,902,399.

    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 14,522 shares
    Change vs previous 13F -200 shares

    0.02% of the 13F portfolio, value $2,023,575.

    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 14,722 shares
    Change vs previous 13F -168 shares

    0.02% of the 13F portfolio, value $1,997,044.

    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 14,890 shares
    Change vs previous 13F +1,966 shares

    0.02% of the 13F portfolio, value $1,887,294.

    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 12,924 shares
    Change vs previous 13F -495 shares

    0.02% of the 13F portfolio, value $1,484,546.

    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 13,419 shares
    Change vs previous 13F -135 shares

    0.02% of the 13F portfolio, value $1,631,596.

    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 13,554 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,631,440.

    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).