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Integrated Wealth Concepts LLC: TRGP position timeline

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

Integrated Wealth Concepts LLC held 6,568 TRGP 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 6,568 shares
    Change vs previous 13F +2,297 shares

    0.01% of the 13F portfolio, value $1,761,061.

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

  2. period ended2026-03-31
    13F 4,271 shares
    Change vs previous 13F +2,520 shares

    0.01% of the 13F portfolio, value $1,070,856.

    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 1,751 shares
    Change vs previous 13F -1,872 shares

    <0.01% of the 13F portfolio, value $322,990.

    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 3,623 shares
    Change vs previous 13F -412 shares

    0.01% of the 13F portfolio, value $607,016.

    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 4,035 shares
    Change vs previous 13F +310 shares

    0.01% of the 13F portfolio, value $702,384.

    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 3,725 shares
    Change vs previous 13F +300 shares

    0.01% of the 13F portfolio, value $746,775.

    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 3,425 shares
    Change vs previous 13F +142 shares

    0.01% of the 13F portfolio, value $611,447.

    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 3,283 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $485,938.

    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).