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Integrated Wealth Concepts LLC: SUSC position timeline

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

Integrated Wealth Concepts LLC held 56,259 SUSC 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 56,259 shares
    Change vs previous 13F -9,040 shares

    0.01% of the 13F portfolio, value $1,302,473.

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

  2. period ended2026-03-31
    13F 65,299 shares
    Change vs previous 13F +29,504 shares

    0.01% of the 13F portfolio, value $1,510,864.

    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 35,795 shares
    Change vs previous 13F +1,958 shares

    0.01% of the 13F portfolio, value $837,060.

    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 33,837 shares
    Change vs previous 13F -6,293 shares

    0.01% of the 13F portfolio, value $797,190.

    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 40,130 shares
    Change vs previous 13F +10,758 shares

    0.01% of the 13F portfolio, value $932,214.

    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 29,372 shares
    Change vs previous 13F +455 shares

    0.01% of the 13F portfolio, value $677,324.

    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 28,917 shares
    Change vs previous 13F -32,807 shares

    0.01% of the 13F portfolio, value $656,986.

    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 61,724 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,468,420.

    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).