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Disclosery

Integrated Wealth Concepts LLC: TXT position timeline

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

Integrated Wealth Concepts LLC held 11,787 TXT 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 11,787 shares
    Change vs previous 13F -8,790 shares

    0.01% of the 13F portfolio, value $1,081,236.

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

  2. period ended2026-03-31
    13F 20,577 shares
    Change vs previous 13F +8,168 shares

    0.01% of the 13F portfolio, value $1,801,712.

    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 12,409 shares
    Change vs previous 13F +904 shares

    0.01% of the 13F portfolio, value $1,081,683.

    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 11,505 shares
    Change vs previous 13F +733 shares

    0.01% of the 13F portfolio, value $972,059.

    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 10,772 shares
    Change vs previous 13F +547 shares

    0.01% of the 13F portfolio, value $864,874.

    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 10,225 shares
    Change vs previous 13F +362 shares

    0.01% of the 13F portfolio, value $738,735.

    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 9,863 shares
    Change vs previous 13F +991 shares

    0.01% of the 13F portfolio, value $754,396.

    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 8,872 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $785,838.

    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).