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Disclosery

Integrated Wealth Concepts LLC: TEI position timeline

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

Integrated Wealth Concepts LLC held 17,970 TEI 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 17,970 shares
    Change vs previous 13F -200 shares

    <0.01% of the 13F portfolio, value $121,117.

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

  2. period ended2026-03-31
    13F 18,170 shares
    Change vs previous 13F -3,434 shares

    <0.01% of the 13F portfolio, value $109,203.

    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 21,604 shares
    Change vs previous 13F +170 shares

    <0.01% of the 13F portfolio, value $139,346.

    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 21,434 shares
    Change vs previous 13F +1,307 shares

    <0.01% of the 13F portfolio, value $132,890.

    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 20,127 shares
    Change vs previous 13F +2,119 shares

    <0.01% of the 13F portfolio, value $120,764.

    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 18,008 shares
    Change vs previous 13F -3,703 shares

    <0.01% of the 13F portfolio, value $96,883.

    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 21,711 shares
    Change vs previous 13F +260 shares

    <0.01% of the 13F portfolio, value $111,380.

    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 21,451 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $125,062.

    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).