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Integrated Wealth Concepts LLC: TRV position timeline

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

Integrated Wealth Concepts LLC held 13,714 TRV 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 13,714 shares
    Change vs previous 13F +2,089 shares

    0.03% of the 13F portfolio, value $4,527,361.

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

  2. period ended2026-03-31
    13F 11,625 shares
    Change vs previous 13F +5,932 shares

    0.03% of the 13F portfolio, value $3,390,650.

    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 5,693 shares
    Change vs previous 13F -3,339 shares

    0.02% of the 13F portfolio, value $1,651,423.

    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 9,032 shares
    Change vs previous 13F +30 shares

    0.02% of the 13F portfolio, value $2,521,786.

    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 9,002 shares
    Change vs previous 13F +1,895 shares

    0.02% of the 13F portfolio, value $2,408,487.

    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 7,107 shares
    Change vs previous 13F +297 shares

    0.02% of the 13F portfolio, value $1,879,402.

    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 6,810 shares
    Change vs previous 13F +266 shares

    0.02% of the 13F portfolio, value $1,640,568.

    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 6,544 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,532,122.

    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).