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Integrated Wealth Concepts LLC: TDIV position timeline

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

Integrated Wealth Concepts LLC held 62,657 TDIV 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 62,657 shares
    Change vs previous 13F +50,505 shares

    0.05% of the 13F portfolio, value $7,197,989.

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

  2. period ended2026-03-31
    13F 12,152 shares
    Change vs previous 13F -7,974 shares

    0.01% of the 13F portfolio, value $1,138,117.

    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 20,126 shares
    Change vs previous 13F -958 shares

    0.02% of the 13F portfolio, value $1,949,009.

    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 21,084 shares
    Change vs previous 13F +3,309 shares

    0.02% of the 13F portfolio, value $2,078,656.

    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 17,775 shares
    Change vs previous 13F -3,286 shares

    0.02% of the 13F portfolio, value $1,602,761.

    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 21,061 shares
    Change vs previous 13F -3,983 shares

    0.02% of the 13F portfolio, value $1,550,303.

    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 25,044 shares
    Change vs previous 13F +1,076 shares

    0.02% of the 13F portfolio, value $1,964,991.

    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 23,968 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,924,636.

    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).