Skip to content
Disclosery

Integrated Wealth Concepts LLC: THRO position timeline

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

Integrated Wealth Concepts LLC held 535,515 THRO 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 535,515 shares
    Change vs previous 13F -85,077 shares

    0.15% of the 13F portfolio, value $23,086,047.

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

  2. period ended2026-03-31
    13F 620,592 shares
    Change vs previous 13F +108,628 shares

    0.18% of the 13F portfolio, value $22,477,842.

    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 511,964 shares
    Change vs previous 13F -54,171 shares

    0.23% of the 13F portfolio, value $19,741,323.

    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 566,135 shares
    Change vs previous 13F -260,146 shares

    0.19% of the 13F portfolio, value $21,433,867.

    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 826,281 shares
    Change vs previous 13F +394,876 shares

    0.29% of the 13F portfolio, value $29,399,065.

    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 431,405 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $13,671,239.

    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).