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Integrated Wealth Concepts LLC: TLT position timeline

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

Integrated Wealth Concepts LLC held 61,871 TLT 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 61,871 shares
    Change vs previous 13F -12,582 shares

    0.03% of the 13F portfolio, value $5,346,910.

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

  2. period ended2026-03-31
    13F 74,453 shares
    Change vs previous 13F +47,769 shares

    0.05% of the 13F portfolio, value $6,454,311.

    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 26,684 shares
    Change vs previous 13F -8,301 shares

    0.03% of the 13F portfolio, value $2,325,768.

    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 34,985 shares
    Change vs previous 13F -1,050 shares

    0.03% of the 13F portfolio, value $3,126,593.

    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 36,035 shares
    Change vs previous 13F -3,866 shares

    0.03% of the 13F portfolio, value $3,180,102.

    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 39,901 shares
    Change vs previous 13F -65,239 shares

    0.04% of the 13F portfolio, value $3,632,146.

    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 105,140 shares
    Change vs previous 13F +35,722 shares

    0.11% of the 13F portfolio, value $9,181,905.

    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 69,418 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $6,809,917.

    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).