Skip to content
Disclosery

Integrated Wealth Concepts LLC: TAXX position timeline

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

Integrated Wealth Concepts LLC held 79,200 TAXX 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 79,200 shares
    Change vs previous 13F +24,098 shares

    0.03% of the 13F portfolio, value $4,018,596.

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

  2. period ended2026-03-31
    13F 55,102 shares
    Change vs previous 13F +8,457 shares

    0.02% of the 13F portfolio, value $2,785,696.

    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 46,645 shares
    Change vs previous 13F +12,852 shares

    0.03% of the 13F portfolio, value $2,365,810.

    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 33,793 shares
    Change vs previous 13F +4,570 shares

    0.02% of the 13F portfolio, value $1,722,743.

    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 29,223 shares
    Change vs previous 13F +11,017 shares

    0.01% of the 13F portfolio, value $1,491,810.

    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 18,206 shares
    Change vs previous 13F +6,387 shares

    0.01% of the 13F portfolio, value $920,677.

    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 11,819 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $595,302.

    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).