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Disclosery

Integrated Wealth Concepts LLC: TD position timeline

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

Integrated Wealth Concepts LLC held 20,893 TD 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 20,893 shares
    Change vs previous 13F -1,566 shares

    0.02% of the 13F portfolio, value $2,537,043.

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

  2. period ended2026-03-31
    13F 22,459 shares
    Change vs previous 13F +14,043 shares

    0.02% of the 13F portfolio, value $2,095,679.

    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 8,416 shares
    Change vs previous 13F -13,641 shares

    0.01% of the 13F portfolio, value $792,754.

    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 22,057 shares
    Change vs previous 13F +191 shares

    0.02% of the 13F portfolio, value $1,763,478.

    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 21,866 shares
    Change vs previous 13F +1,846 shares

    0.02% of the 13F portfolio, value $1,606,023.

    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 20,020 shares
    Change vs previous 13F -580 shares

    0.01% of the 13F portfolio, value $1,200,027.

    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 20,600 shares
    Change vs previous 13F -1,871 shares

    0.01% of the 13F portfolio, value $1,096,766.

    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 22,471 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,421,507.

    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).