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Disclosery

Integrated Wealth Concepts LLC: SUSB position timeline

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

Integrated Wealth Concepts LLC held 37,449 SUSB 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 37,449 shares
    Change vs previous 13F +15,246 shares

    0.01% of the 13F portfolio, value $935,842.

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

  2. period ended2026-03-31
    13F 22,203 shares
    Change vs previous 13F +2,676 shares

    <0.01% of the 13F portfolio, value $556,521.

    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 19,527 shares
    Change vs previous 13F -5,809 shares

    0.01% of the 13F portfolio, value $492,864.

    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 25,336 shares
    Change vs previous 13F +8,464 shares

    0.01% of the 13F portfolio, value $641,255.

    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 16,872 shares
    Change vs previous 13F +2,030 shares

    <0.01% of the 13F portfolio, value $424,675.

    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 14,842 shares
    Change vs previous 13F +4,931 shares

    <0.01% of the 13F portfolio, value $370,910.

    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 9,911 shares
    Change vs previous 13F +1,834 shares

    <0.01% of the 13F portfolio, value $244,807.

    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 8,077 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $203,222.

    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).