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Integrated Wealth Concepts LLC: SYF position timeline

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

Integrated Wealth Concepts LLC held 16,039 SYF 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 16,039 shares
    Change vs previous 13F -324 shares

    0.01% of the 13F portfolio, value $1,219,746.

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

  2. period ended2026-03-31
    13F 16,363 shares
    Change vs previous 13F +8,327 shares

    0.01% of the 13F portfolio, value $1,113,030.

    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 8,036 shares
    Change vs previous 13F -727 shares

    0.01% of the 13F portfolio, value $670,463.

    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 8,763 shares
    Change vs previous 13F +963 shares

    0.01% of the 13F portfolio, value $622,588.

    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 7,800 shares
    Change vs previous 13F +649 shares

    0.01% of the 13F portfolio, value $520,544.

    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 7,151 shares
    Change vs previous 13F -52,366 shares

    <0.01% of the 13F portfolio, value $378,586.

    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 59,517 shares
    Change vs previous 13F -3,648 shares

    0.04% of the 13F portfolio, value $3,868,615.

    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 63,165 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,150,653.

    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).