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Integrated Wealth Concepts LLC: UBS position timeline

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

Integrated Wealth Concepts LLC held 62,012 UBS 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 62,012 shares
    Change vs previous 13F -7,270 shares

    0.02% of the 13F portfolio, value $3,073,317.

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

  2. period ended2026-03-31
    13F 69,282 shares
    Change vs previous 13F +64,465 shares

    0.02% of the 13F portfolio, value $2,706,841.

    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 4,817 shares
    Change vs previous 13F -64,527 shares

    <0.01% of the 13F portfolio, value $223,093.

    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 69,344 shares
    Change vs previous 13F +5,750 shares

    0.03% of the 13F portfolio, value $2,843,109.

    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 63,594 shares
    Change vs previous 13F +277 shares

    0.02% of the 13F portfolio, value $2,150,754.

    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 63,317 shares
    Change vs previous 13F -2,572 shares

    0.02% of the 13F portfolio, value $1,939,399.

    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 65,889 shares
    Change vs previous 13F +320 shares

    0.02% of the 13F portfolio, value $1,997,755.

    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 65,569 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,026,737.

    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).