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Disclosery

Integrated Wealth Concepts LLC: T position timeline

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

Integrated Wealth Concepts LLC held 328,253 T 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 328,253 shares
    Change vs previous 13F +9,874 shares

    0.04% of the 13F portfolio, value $6,794,837.

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

  2. period ended2026-03-31
    13F 318,379 shares
    Change vs previous 13F +179,344 shares

    0.07% of the 13F portfolio, value $9,229,822.

    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 139,035 shares
    Change vs previous 13F -149,318 shares

    0.04% of the 13F portfolio, value $3,453,620.

    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 288,353 shares
    Change vs previous 13F -12,934 shares

    0.07% of the 13F portfolio, value $8,143,096.

    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 301,287 shares
    Change vs previous 13F +629 shares

    0.09% of the 13F portfolio, value $8,719,241.

    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 300,658 shares
    Change vs previous 13F +26,410 shares

    0.1% of the 13F portfolio, value $8,502,606.

    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 274,248 shares
    Change vs previous 13F +9,498 shares

    0.07% of the 13F portfolio, value $6,244,644.

    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 264,750 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $5,824,509.

    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).