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Integrated Wealth Concepts LLC: TBIL position timeline

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

Integrated Wealth Concepts LLC held 624,381 TBIL 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 624,381 shares
    Change vs previous 13F +5,154 shares

    0.2% of the 13F portfolio, value $31,131,641.

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

  2. period ended2026-03-31
    13F 619,227 shares
    Change vs previous 13F +441,322 shares

    0.25% of the 13F portfolio, value $30,874,640.

    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 177,905 shares
    Change vs previous 13F -312,686 shares

    0.11% of the 13F portfolio, value $8,873,916.

    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 490,591 shares
    Change vs previous 13F +16,533 shares

    0.22% of the 13F portfolio, value $24,529,543.

    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 474,058 shares
    Change vs previous 13F +25,100 shares

    0.24% of the 13F portfolio, value $23,700,532.

    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 448,958 shares
    Change vs previous 13F +42,621 shares

    0.26% of the 13F portfolio, value $22,452,366.

    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 406,337 shares
    Change vs previous 13F +154,041 shares

    0.24% of the 13F portfolio, value $20,259,947.

    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 252,296 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $12,624,901.

    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).