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Integrated Wealth Concepts LLC: TLH position timeline

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

Integrated Wealth Concepts LLC held 35,986 TLH 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 35,986 shares
    Change vs previous 13F -61,332 shares

    0.02% of the 13F portfolio, value $3,611,160.

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

  2. period ended2026-03-31
    13F 97,318 shares
    Change vs previous 13F +23,504 shares

    0.08% of the 13F portfolio, value $9,801,914.

    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 73,814 shares
    Change vs previous 13F +9,482 shares

    0.09% of the 13F portfolio, value $7,504,628.

    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 64,332 shares
    Change vs previous 13F +4,935 shares

    0.06% of the 13F portfolio, value $6,625,626.

    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 59,397 shares
    Change vs previous 13F +8,530 shares

    0.06% of the 13F portfolio, value $6,034,747.

    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 50,867 shares
    Change vs previous 13F -19,598 shares

    0.06% of the 13F portfolio, value $5,277,482.

    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 70,465 shares
    Change vs previous 13F +6,153 shares

    0.08% of the 13F portfolio, value $7,014,126.

    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 64,312 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $7,031,190.

    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).