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Integrated Wealth Concepts LLC: TPR position timeline

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

Integrated Wealth Concepts LLC held 11,556 TPR 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 11,556 shares
    Change vs previous 13F -2,842 shares

    0.01% of the 13F portfolio, value $1,691,621.

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

  2. period ended2026-03-31
    13F 14,398 shares
    Change vs previous 13F +8,457 shares

    0.02% of the 13F portfolio, value $2,031,726.

    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 5,941 shares
    Change vs previous 13F -8,485 shares

    0.01% of the 13F portfolio, value $759,045.

    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 14,426 shares
    Change vs previous 13F -3,423 shares

    0.01% of the 13F portfolio, value $1,633,333.

    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 17,849 shares
    Change vs previous 13F +10,945 shares

    0.02% of the 13F portfolio, value $1,567,335.

    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 6,904 shares
    Change vs previous 13F -2,195 shares

    0.01% of the 13F portfolio, value $486,139.

    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 9,099 shares
    Change vs previous 13F -10,596 shares

    0.01% of the 13F portfolio, value $594,421.

    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 19,695 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $925,285.

    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).