Skip to content
Disclosery

Integrated Wealth Concepts LLC: TOUS position timeline

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

Integrated Wealth Concepts LLC held 191,515 TOUS 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 191,515 shares
    Change vs previous 13F +32,283 shares

    0.05% of the 13F portfolio, value $7,348,434.

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

  2. period ended2026-03-31
    13F 159,232 shares
    Change vs previous 13F +50,831 shares

    0.04% of the 13F portfolio, value $5,499,864.

    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 108,401 shares
    Change vs previous 13F +51,940 shares

    0.04% of the 13F portfolio, value $3,739,865.

    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 56,461 shares
    Change vs previous 13F +44,465 shares

    0.02% of the 13F portfolio, value $1,898,223.

    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 11,996 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $388,310.

    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).