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Disclosery

Integrated Wealth Concepts LLC: USA position timeline

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

Integrated Wealth Concepts LLC held 366,501 USA 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 366,501 shares
    Change vs previous 13F -6,378 shares

    0.01% of the 13F portfolio, value $2,129,371.

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

  2. period ended2026-03-31
    13F 372,879 shares
    Change vs previous 13F -2,734 shares

    0.02% of the 13F portfolio, value $2,069,479.

    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 375,613 shares
    Change vs previous 13F -17,982 shares

    0.03% of the 13F portfolio, value $2,358,850.

    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 393,595 shares
    Change vs previous 13F +383,296 shares

    0.02% of the 13F portfolio, value $2,495,393.

    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 10,299 shares
    Change vs previous 13F -136 shares

    <0.01% of the 13F portfolio, value $70,137.

    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 10,435 shares
    Change vs previous 13F +136 shares

    <0.01% of the 13F portfolio, value $68,350.

    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 10,299 shares
    Change vs previous 13F -988 shares

    <0.01% of the 13F portfolio, value $71,578.

    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 11,287 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $80,138.

    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).