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Disclosery

Integrated Wealth Concepts LLC: UITB position timeline

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

Integrated Wealth Concepts LLC held 149,015 UITB 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 149,015 shares
    Change vs previous 13F +1,174 shares

    0.05% of the 13F portfolio, value $6,979,559.

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

  2. period ended2026-03-31
    13F 147,841 shares
    Change vs previous 13F +33,592 shares

    0.06% of the 13F portfolio, value $6,951,054.

    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 114,249 shares
    Change vs previous 13F +35,463 shares

    0.06% of the 13F portfolio, value $5,410,220.

    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 78,786 shares
    Change vs previous 13F +34,849 shares

    0.03% of the 13F portfolio, value $3,743,905.

    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 43,937 shares
    Change vs previous 13F +10,010 shares

    0.02% of the 13F portfolio, value $2,068,132.

    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 33,927 shares
    Change vs previous 13F +4,404 shares

    0.02% of the 13F portfolio, value $1,592,553.

    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 29,523 shares
    Change vs previous 13F +10,853 shares

    0.02% of the 13F portfolio, value $1,356,867.

    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 18,670 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $894,841.

    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).