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Integrated Wealth Concepts LLC: UAL position timeline

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

Integrated Wealth Concepts LLC held 19,980 UAL 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 19,980 shares
    Change vs previous 13F -1,500 shares

    0.02% of the 13F portfolio, value $2,717,108.

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

  2. period ended2026-03-31
    13F 21,480 shares
    Change vs previous 13F +11,953 shares

    0.02% of the 13F portfolio, value $1,977,645.

    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 9,527 shares
    Change vs previous 13F -1,877 shares

    0.01% of the 13F portfolio, value $1,065,311.

    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 11,404 shares
    Change vs previous 13F +177 shares

    0.01% of the 13F portfolio, value $1,100,475.

    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 11,227 shares
    Change vs previous 13F +4,026 shares

    0.01% of the 13F portfolio, value $894,048.

    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 7,201 shares
    Change vs previous 13F -9,851 shares

    0.01% of the 13F portfolio, value $497,218.

    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 17,052 shares
    Change vs previous 13F +6,536 shares

    0.02% of the 13F portfolio, value $1,655,751.

    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 10,516 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $600,045.

    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).