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Disclosery

Integrated Wealth Concepts LLC: SYY position timeline

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

Integrated Wealth Concepts LLC held 26,157 SYY 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 26,157 shares
    Change vs previous 13F +830 shares

    0.01% of the 13F portfolio, value $2,186,190.

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

  2. period ended2026-03-31
    13F 25,327 shares
    Change vs previous 13F +11,437 shares

    0.01% of the 13F portfolio, value $1,806,561.

    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 13,890 shares
    Change vs previous 13F +1,887 shares

    0.01% of the 13F portfolio, value $1,023,556.

    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 12,003 shares
    Change vs previous 13F +195 shares

    0.01% of the 13F portfolio, value $988,362.

    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 11,808 shares
    Change vs previous 13F -4,933 shares

    0.01% of the 13F portfolio, value $894,366.

    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 16,741 shares
    Change vs previous 13F -4,716 shares

    0.01% of the 13F portfolio, value $1,256,274.

    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 21,457 shares
    Change vs previous 13F -6,676 shares

    0.02% of the 13F portfolio, value $1,640,612.

    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 28,133 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,196,093.

    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).