Integrated Wealth Concepts LLC: UEC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Integrated Wealth Concepts LLC on UEC, newest first. How the timeline and the estimate are built.
Integrated Wealth Concepts LLC held 66,655 UEC shares at 2026-06-30 per its 13F-HR/A filed 2026-09-09.
the latest 13F is the newest step
- period ended2026-06-3013F/A 66,655 sharesChange vs previous 13F +14,679 shares
<0.01% of the 13F portfolio, value $710,540.
13F-HR/A 0001737109-26-000007 filed by Integrated Wealth Concepts LLC
Accepted , ingested - period ended2026-03-3113F 51,976 sharesChange vs previous 13F +40,757 shares
0.01% of the 13F portfolio, value $701,680.
13F-HR 0001737109-26-000002 filed by Integrated Wealth Concepts LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 11,219 sharesChange vs previous 13F -34,940 shares
<0.01% of the 13F portfolio, value $131,038.
13F-HR 0001737109-26-000001 filed by Integrated Wealth Concepts LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 46,159 sharesChange vs previous 13F +10,604 shares
0.01% of the 13F portfolio, value $615,765.
13F-HR 0001737109-25-000007 filed by Integrated Wealth Concepts LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 35,555 sharesChange vs previous 13F -3,285 shares
<0.01% of the 13F portfolio, value $241,774.
13F-HR 0001737109-25-000006 filed by Integrated Wealth Concepts LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 38,840 sharesChange vs previous 13F -1,449 shares
<0.01% of the 13F portfolio, value $185,655.
13F-HR 0001737109-25-000004 filed by Integrated Wealth Concepts LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 40,289 sharesChange vs previous 13F +3,516 shares
<0.01% of the 13F portfolio, value $269,533.
13F-HR 0001737109-25-000002 filed by Integrated Wealth Concepts LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 36,773 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $228,360.
13F-HR 0001737109-24-000006 filed by Integrated Wealth Concepts LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).