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Integrated Wealth Concepts LLC: TTD position timeline

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

Integrated Wealth Concepts LLC held 16,351 TTD 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 16,351 shares
    Change vs previous 13F +7,480 shares

    <0.01% of the 13F portfolio, value $295,636.

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

  2. period ended2026-03-31
    13F 8,871 shares
    Change vs previous 13F +3,555 shares

    <0.01% of the 13F portfolio, value $201,298.

    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 5,316 shares
    Change vs previous 13F -4,629 shares

    <0.01% of the 13F portfolio, value $201,795.

    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 9,945 shares
    Change vs previous 13F -11,575 shares

    <0.01% of the 13F portfolio, value $487,411.

    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 21,520 shares
    Change vs previous 13F +7,459 shares

    0.02% of the 13F portfolio, value $1,549,237.

    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 14,061 shares
    Change vs previous 13F -4,549 shares

    0.01% of the 13F portfolio, value $769,418.

    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 18,610 shares
    Change vs previous 13F -436 shares

    0.03% of the 13F portfolio, value $2,187,238.

    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 19,046 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,088,403.

    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).