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Disclosery

Integrated Wealth Concepts LLC: UL position timeline

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

Integrated Wealth Concepts LLC held 13,127 UL 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 13,127 shares
    Change vs previous 13F -3,030 shares

    0.01% of the 13F portfolio, value $789,171.

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

  2. period ended2026-03-31
    13F 16,157 shares
    Change vs previous 13F +9,561 shares

    0.01% of the 13F portfolio, value $920,438.

    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 6,596 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $431,393.

    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).