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Integrated Wealth Concepts LLC: USHY position timeline

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

Integrated Wealth Concepts LLC held 16,231 USHY 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 16,231 shares
    Change vs previous 13F -384 shares

    <0.01% of the 13F portfolio, value $600,858.

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

  2. period ended2026-03-31
    13F 16,615 shares
    Change vs previous 13F +3,210 shares

    <0.01% of the 13F portfolio, value $612,105.

    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 13,405 shares
    Change vs previous 13F -7,319 shares

    0.01% of the 13F portfolio, value $501,281.

    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 20,724 shares
    Change vs previous 13F -4,778 shares

    0.01% of the 13F portfolio, value $782,940.

    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 25,502 shares
    Change vs previous 13F -19,369 shares

    0.01% of the 13F portfolio, value $956,573.

    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 44,871 shares
    Change vs previous 13F +35,040 shares

    0.02% of the 13F portfolio, value $1,651,717.

    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 9,831 shares
    Change vs previous 13F +4,181 shares

    <0.01% of the 13F portfolio, value $361,667.

    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 5,650 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $212,740.

    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).