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Integrated Wealth Concepts LLC: SUSL position timeline

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

Integrated Wealth Concepts LLC held 41,383 SUSL 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 41,383 shares
    Change vs previous 13F -345 shares

    0.04% of the 13F portfolio, value $5,494,055.

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

  2. period ended2026-03-31
    13F 41,728 shares
    Change vs previous 13F -1,133 shares

    0.04% of the 13F portfolio, value $4,740,373.

    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 42,861 shares
    Change vs previous 13F -1,022 shares

    0.06% of the 13F portfolio, value $5,197,545.

    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 43,883 shares
    Change vs previous 13F -47 shares

    0.05% of the 13F portfolio, value $5,136,270.

    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 43,930 shares
    Change vs previous 13F +230 shares

    0.05% of the 13F portfolio, value $4,759,768.

    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 43,700 shares
    Change vs previous 13F -1,499 shares

    0.05% of the 13F portfolio, value $4,186,879.

    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 45,199 shares
    Change vs previous 13F -767 shares

    0.05% of the 13F portfolio, value $4,657,326.

    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 45,966 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,666,487.

    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).