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Disclosery

Integrated Wealth Concepts LLC: TDY position timeline

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

Integrated Wealth Concepts LLC held 1,004 TDY 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 1,004 shares
    Change vs previous 13F -624 shares

    <0.01% of the 13F portfolio, value $669,364.

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

  2. period ended2026-03-31
    13F 1,628 shares
    Change vs previous 13F +1,201 shares

    0.01% of the 13F portfolio, value $984,768.

    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 427 shares
    Change vs previous 13F -1,374 shares

    <0.01% of the 13F portfolio, value $217,923.

    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 1,801 shares
    Change vs previous 13F -850 shares

    0.01% of the 13F portfolio, value $1,055,275.

    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 2,651 shares
    Change vs previous 13F -195 shares

    0.01% of the 13F portfolio, value $1,357,976.

    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 2,846 shares
    Change vs previous 13F +251 shares

    0.02% of the 13F portfolio, value $1,416,330.

    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 2,595 shares
    Change vs previous 13F -110 shares

    0.01% of the 13F portfolio, value $1,204,274.

    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 2,705 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,183,734.

    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).