Skip to content
Disclosery

Integrated Wealth Concepts LLC: TEAM position timeline

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

Integrated Wealth Concepts LLC held 21,922 TEAM 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 21,922 shares
    Change vs previous 13F +8,500 shares

    0.01% of the 13F portfolio, value $1,705,297.

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

  2. period ended2026-03-31
    13F 13,422 shares
    Change vs previous 13F -646 shares

    0.01% of the 13F portfolio, value $916,053.

    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 14,068 shares
    Change vs previous 13F +9,011 shares

    0.03% of the 13F portfolio, value $2,280,983.

    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 5,057 shares
    Change vs previous 13F -3,744 shares

    0.01% of the 13F portfolio, value $807,603.

    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 8,801 shares
    Change vs previous 13F +4,951 shares

    0.02% of the 13F portfolio, value $1,787,396.

    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 3,850 shares
    Change vs previous 13F -963 shares

    0.01% of the 13F portfolio, value $817,007.

    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 4,813 shares
    Change vs previous 13F -7,465 shares

    0.01% of the 13F portfolio, value $1,171,385.

    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 12,278 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,949,869.

    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).