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Integrated Wealth Concepts LLC: USFR position timeline

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

Integrated Wealth Concepts LLC held 54,938 USFR 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 54,938 shares
    Change vs previous 13F -18,746 shares

    0.02% of the 13F portfolio, value $2,766,132.

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

  2. period ended2026-03-31
    13F 73,684 shares
    Change vs previous 13F +47,387 shares

    0.03% of the 13F portfolio, value $3,709,228.

    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 26,297 shares
    Change vs previous 13F +3,172 shares

    0.02% of the 13F portfolio, value $1,323,266.

    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 23,125 shares
    Change vs previous 13F -183,102 shares

    0.01% of the 13F portfolio, value $1,162,497.

    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 206,227 shares
    Change vs previous 13F +9,042 shares

    0.1% of the 13F portfolio, value $10,375,263.

    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 197,185 shares
    Change vs previous 13F +23,120 shares

    0.12% of the 13F portfolio, value $9,924,325.

    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 174,065 shares
    Change vs previous 13F -77,550 shares

    0.1% of the 13F portfolio, value $8,758,967.

    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 251,615 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $12,636,096.

    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).