Integrated Wealth Concepts LLC: TTC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Integrated Wealth Concepts LLC on TTC, newest first. How the timeline and the estimate are built.
Integrated Wealth Concepts LLC held 20,909 TTC shares at 2026-06-30 per its 13F-HR/A filed 2026-09-09.
the latest 13F is the newest step
- period ended2026-06-3013F/A 20,909 sharesChange vs previous 13F -2,270 shares
0.01% of the 13F portfolio, value $2,036,928.
13F-HR/A 0001737109-26-000007 filed by Integrated Wealth Concepts LLC
Accepted , ingested - period ended2026-03-3113F 23,179 sharesChange vs previous 13F +14,219 shares
0.02% of the 13F portfolio, value $2,165,818.
13F-HR 0001737109-26-000002 filed by Integrated Wealth Concepts LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 8,960 sharesChange vs previous 13F -6,643 shares
0.01% of the 13F portfolio, value $705,331.
13F-HR 0001737109-26-000001 filed by Integrated Wealth Concepts LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 15,603 sharesChange vs previous 13F +340 shares
0.01% of the 13F portfolio, value $1,188,975.
13F-HR 0001737109-25-000007 filed by Integrated Wealth Concepts LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 15,263 sharesChange vs previous 13F +9,127 shares
0.01% of the 13F portfolio, value $1,078,763.
13F-HR 0001737109-25-000006 filed by Integrated Wealth Concepts LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 6,136 sharesChange vs previous 13F +586 shares
0.01% of the 13F portfolio, value $446,372.
13F-HR 0001737109-25-000004 filed by Integrated Wealth Concepts LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 5,550 sharesChange vs previous 13F +2,279 shares
0.01% of the 13F portfolio, value $444,530.
13F-HR 0001737109-25-000002 filed by Integrated Wealth Concepts LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,271 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $283,667.
13F-HR 0001737109-24-000006 filed by Integrated Wealth Concepts LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).