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Integrated Wealth Concepts LLC: TPL position timeline

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

Integrated Wealth Concepts LLC held 7,883 TPL 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 7,883 shares
    Change vs previous 13F -454 shares

    0.02% of the 13F portfolio, value $3,450,097.

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

  2. period ended2026-03-31
    13F 8,337 shares
    Change vs previous 13F +135 shares

    0.03% of the 13F portfolio, value $3,956,356.

    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 8,202 shares
    Change vs previous 13F +5,334 shares

    0.03% of the 13F portfolio, value $2,355,763.

    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 2,868 shares
    Change vs previous 13F +177 shares

    0.02% of the 13F portfolio, value $2,677,505.

    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 2,691 shares
    Change vs previous 13F +102 shares

    0.03% of the 13F portfolio, value $2,842,913.

    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 2,589 shares
    Change vs previous 13F +109 shares

    0.04% of the 13F portfolio, value $3,430,784.

    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 2,480 shares
    Change vs previous 13F +282 shares

    0.03% of the 13F portfolio, value $2,742,279.

    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 2,198 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,944,593.

    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).