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Integrated Wealth Concepts LLC: UCON position timeline

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

Integrated Wealth Concepts LLC held 982,703 UCON 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 982,703 shares
    Change vs previous 13F +84,095 shares

    0.16% of the 13F portfolio, value $24,449,672.

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

  2. period ended2026-03-31
    13F 898,608 shares
    Change vs previous 13F +625,557 shares

    0.18% of the 13F portfolio, value $22,258,536.

    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 273,051 shares
    Change vs previous 13F -676,107 shares

    0.08% of the 13F portfolio, value $6,872,718.

    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 949,158 shares
    Change vs previous 13F +110,919 shares

    0.21% of the 13F portfolio, value $23,907,821.

    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 838,239 shares
    Change vs previous 13F +27,550 shares

    0.21% of the 13F portfolio, value $20,863,780.

    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 810,689 shares
    Change vs previous 13F +7,354 shares

    0.23% of the 13F portfolio, value $20,064,605.

    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 803,335 shares
    Change vs previous 13F -8,588 shares

    0.23% of the 13F portfolio, value $19,802,218.

    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 811,923 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $20,403,628.

    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).