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Disclosery

Integrated Wealth Concepts LLC: TW position timeline

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

Integrated Wealth Concepts LLC held 10,210 TW 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 10,210 shares
    Change vs previous 13F -204 shares

    0.01% of the 13F portfolio, value $1,017,504.

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

  2. period ended2026-03-31
    13F 10,414 shares
    Change vs previous 13F +5,498 shares

    0.01% of the 13F portfolio, value $1,225,314.

    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 4,916 shares
    Change vs previous 13F +934 shares

    0.01% of the 13F portfolio, value $528,670.

    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 3,982 shares
    Change vs previous 13F -963 shares

    <0.01% of the 13F portfolio, value $441,925.

    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 4,945 shares
    Change vs previous 13F +939 shares

    0.01% of the 13F portfolio, value $723,947.

    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 4,006 shares
    Change vs previous 13F +8 shares

    0.01% of the 13F portfolio, value $594,731.

    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 3,998 shares
    Change vs previous 13F +26 shares

    0.01% of the 13F portfolio, value $523,417.

    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 3,972 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $491,219.

    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).