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Disclosery

Integrated Wealth Concepts LLC: U position timeline

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

Integrated Wealth Concepts LLC held 104,354 U 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 104,354 shares
    Change vs previous 13F +18,733 shares

    0.02% of the 13F portfolio, value $2,982,439.

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

  2. period ended2026-03-31
    13F 85,621 shares
    Change vs previous 13F -701 shares

    0.01% of the 13F portfolio, value $1,878,525.

    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 86,322 shares
    Change vs previous 13F -13,652 shares

    0.05% of the 13F portfolio, value $3,812,845.

    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 99,974 shares
    Change vs previous 13F +16,829 shares

    0.04% of the 13F portfolio, value $4,002,959.

    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 83,145 shares
    Change vs previous 13F -5,782 shares

    0.02% of the 13F portfolio, value $2,012,110.

    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 88,927 shares
    Change vs previous 13F +2,743 shares

    0.02% of the 13F portfolio, value $1,742,082.

    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 86,184 shares
    Change vs previous 13F -3,467 shares

    0.02% of the 13F portfolio, value $1,936,555.

    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 89,651 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,027,906.

    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).