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Disclosery

Integrated Wealth Concepts LLC: TXN position timeline

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

Integrated Wealth Concepts LLC held 17,491 TXN 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 17,491 shares
    Change vs previous 13F +2,542 shares

    0.03% of the 13F portfolio, value $5,213,548.

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

  2. period ended2026-03-31
    13F 14,949 shares
    Change vs previous 13F +8,573 shares

    0.02% of the 13F portfolio, value $2,902,133.

    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 6,376 shares
    Change vs previous 13F -6,019 shares

    0.01% of the 13F portfolio, value $1,106,187.

    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 12,395 shares
    Change vs previous 13F +1,211 shares

    0.02% of the 13F portfolio, value $2,277,256.

    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 11,184 shares
    Change vs previous 13F -1,891 shares

    0.02% of the 13F portfolio, value $2,322,015.

    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 13,075 shares
    Change vs previous 13F +480 shares

    0.03% of the 13F portfolio, value $2,349,517.

    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 12,595 shares
    Change vs previous 13F +794 shares

    0.03% of the 13F portfolio, value $2,361,674.

    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 11,801 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,437,669.

    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).