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Integrated Wealth Concepts LLC: USIG position timeline

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

Integrated Wealth Concepts LLC held 17,885 USIG 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 17,885 shares
    Change vs previous 13F +4,906 shares

    0.01% of the 13F portfolio, value $917,335.

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

  2. period ended2026-03-31
    13F 12,979 shares
    Change vs previous 13F -1,240 shares

    0.01% of the 13F portfolio, value $664,891.

    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 14,219 shares
    Change vs previous 13F -3,915 shares

    0.01% of the 13F portfolio, value $736,100.

    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 18,134 shares
    Change vs previous 13F -4,856 shares

    0.01% of the 13F portfolio, value $946,982.

    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 22,990 shares
    Change vs previous 13F +3,415 shares

    0.01% of the 13F portfolio, value $1,182,587.

    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 19,575 shares
    Change vs previous 13F -75 shares

    0.01% of the 13F portfolio, value $999,871.

    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 19,650 shares
    Change vs previous 13F -707 shares

    0.01% of the 13F portfolio, value $988,013.

    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 20,357 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,070,365.

    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).