Integrated Wealth Concepts LLC: TAXM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Integrated Wealth Concepts LLC on TAXM, newest first. How the timeline and the estimate are built.
Integrated Wealth Concepts LLC held 4,365 TAXM shares at 2026-06-30 per its 13F-HR/A filed 2026-09-09.
the latest 13F is the newest step
- period ended2026-06-3013F/A 4,365 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $220,367.
13F-HR/A 0001737109-26-000007 filed by Integrated Wealth Concepts LLC
Accepted , ingested