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Integrated Wealth Concepts LLC: SWK position timeline

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

Integrated Wealth Concepts LLC held 15,621 SWK 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 15,621 shares
    Change vs previous 13F +4,036 shares

    0.01% of the 13F portfolio, value $1,470,278.

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

  2. period ended2026-03-31
    13F 11,585 shares
    Change vs previous 13F +8,111 shares

    0.01% of the 13F portfolio, value $823,254.

    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 3,474 shares
    Change vs previous 13F -168 shares

    <0.01% of the 13F portfolio, value $258,087.

    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 3,642 shares
    Change vs previous 13F -2,253 shares

    <0.01% of the 13F portfolio, value $270,702.

    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 5,895 shares
    Change vs previous 13F -1,163 shares

    <0.01% of the 13F portfolio, value $399,400.

    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 7,058 shares
    Change vs previous 13F -123 shares

    0.01% of the 13F portfolio, value $542,618.

    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 7,181 shares
    Change vs previous 13F +836 shares

    0.01% of the 13F portfolio, value $576,554.

    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 6,345 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $698,755.

    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).