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Disclosery

Integrated Wealth Concepts LLC: TSLA position timeline

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

Integrated Wealth Concepts LLC held 139,388 TSLA 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 139,388 shares
    Change vs previous 13F +2,545 shares

    0.38% of the 13F portfolio, value $58,626,585.

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

  2. period ended2026-03-31
    13F 136,843 shares
    Change vs previous 13F +48,150 shares

    0.41% of the 13F portfolio, value $50,871,637.

    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 88,693 shares
    Change vs previous 13F -30,882 shares

    0.47% of the 13F portfolio, value $39,886,817.

    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 119,575 shares
    Change vs previous 13F +3,887 shares

    0.48% of the 13F portfolio, value $53,177,552.

    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 115,688 shares
    Change vs previous 13F +7,177 shares

    0.37% of the 13F portfolio, value $36,749,381.

    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 108,511 shares
    Change vs previous 13F +5,930 shares

    0.33% of the 13F portfolio, value $28,121,718.

    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 102,581 shares
    Change vs previous 13F +12,281 shares

    0.48% of the 13F portfolio, value $41,426,504.

    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 90,300 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $23,625,265.

    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).