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Integrated Wealth Concepts LLC: TCAF position timeline

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

Integrated Wealth Concepts LLC held 123,261 TCAF 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 123,261 shares
    Change vs previous 13F -28,588 shares

    0.03% of the 13F portfolio, value $5,066,064.

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

  2. period ended2026-03-31
    13F 151,849 shares
    Change vs previous 13F -6,611 shares

    0.04% of the 13F portfolio, value $5,404,286.

    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 158,460 shares
    Change vs previous 13F +8,921 shares

    0.07% of the 13F portfolio, value $6,056,353.

    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 149,539 shares
    Change vs previous 13F +24,799 shares

    0.05% of the 13F portfolio, value $5,637,631.

    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 124,740 shares
    Change vs previous 13F +6,445 shares

    0.04% of the 13F portfolio, value $4,400,823.

    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 118,295 shares
    Change vs previous 13F +38,211 shares

    0.04% of the 13F portfolio, value $3,818,564.

    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 80,084 shares
    Change vs previous 13F +11,598 shares

    0.03% of the 13F portfolio, value $2,664,409.

    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 68,486 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,277,174.

    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).