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Disclosery

Integrated Wealth Concepts LLC: UPS position timeline

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

Integrated Wealth Concepts LLC held 38,425 UPS 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 38,425 shares
    Change vs previous 13F -5,366 shares

    0.03% of the 13F portfolio, value $4,130,734.

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

  2. period ended2026-03-31
    13F 43,791 shares
    Change vs previous 13F +12,227 shares

    0.03% of the 13F portfolio, value $4,308,199.

    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 31,564 shares
    Change vs previous 13F -18,186 shares

    0.04% of the 13F portfolio, value $3,130,799.

    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 49,750 shares
    Change vs previous 13F -4,049 shares

    0.04% of the 13F portfolio, value $4,155,577.

    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 53,799 shares
    Change vs previous 13F +6,382 shares

    0.05% of the 13F portfolio, value $5,430,524.

    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 47,417 shares
    Change vs previous 13F -5,676 shares

    0.06% of the 13F portfolio, value $5,215,434.

    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 53,093 shares
    Change vs previous 13F +4,897 shares

    0.08% of the 13F portfolio, value $6,695,000.

    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 48,196 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $6,570,973.

    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).