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Integrated Wealth Concepts LLC: TSPY position timeline

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

Integrated Wealth Concepts LLC held 82,965 TSPY 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 82,965 shares
    Change vs previous 13F +15,710 shares

    0.01% of the 13F portfolio, value $2,100,668.

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

  2. period ended2026-03-31
    13F 67,255 shares
    Change vs previous 13F +8,657 shares

    0.01% of the 13F portfolio, value $1,556,952.

    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 58,598 shares
    Change vs previous 13F +1,266 shares

    0.02% of the 13F portfolio, value $1,494,240.

    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 57,332 shares
    Change vs previous 13F +7,435 shares

    0.01% of the 13F portfolio, value $1,467,702.

    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 49,897 shares
    Change vs previous 13F +7,279 shares

    0.01% of the 13F portfolio, value $1,220,487.

    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 42,618 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $996,839.

    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).