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Integrated Wealth Concepts LLC: TIP position timeline

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

Integrated Wealth Concepts LLC held 16,801 TIP 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 16,801 shares
    Change vs previous 13F +4,134 shares

    0.01% of the 13F portfolio, value $1,838,499.

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

  2. period ended2026-03-31
    13F 12,667 shares
    Change vs previous 13F +3,841 shares

    0.01% of the 13F portfolio, value $1,397,948.

    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 8,826 shares
    Change vs previous 13F -3,278 shares

    0.01% of the 13F portfolio, value $970,102.

    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 12,104 shares
    Change vs previous 13F -532 shares

    0.01% of the 13F portfolio, value $1,346,181.

    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 12,636 shares
    Change vs previous 13F -317 shares

    0.01% of the 13F portfolio, value $1,390,484.

    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 12,953 shares
    Change vs previous 13F -1,550 shares

    0.02% of the 13F portfolio, value $1,438,905.

    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 14,503 shares
    Change vs previous 13F -1,938 shares

    0.02% of the 13F portfolio, value $1,545,276.

    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 16,441 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,816,273.

    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).