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Disclosery

Integrated Wealth Concepts LLC: USMV position timeline

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

Integrated Wealth Concepts LLC held 427,816 USMV 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 427,816 shares
    Change vs previous 13F +1,438 shares

    0.27% of the 13F portfolio, value $41,267,093.

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

  2. period ended2026-03-31
    13F 426,378 shares
    Change vs previous 13F +143,895 shares

    0.32% of the 13F portfolio, value $39,542,328.

    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 282,483 shares
    Change vs previous 13F -55,615 shares

    0.32% of the 13F portfolio, value $26,598,636.

    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 338,098 shares
    Change vs previous 13F -6,135 shares

    0.29% of the 13F portfolio, value $32,166,674.

    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 344,233 shares
    Change vs previous 13F -10,602 shares

    0.32% of the 13F portfolio, value $32,313,178.

    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 354,835 shares
    Change vs previous 13F -19,035 shares

    0.39% of the 13F portfolio, value $33,233,835.

    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 373,870 shares
    Change vs previous 13F -260,639 shares

    0.39% of the 13F portfolio, value $33,195,913.

    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 634,509 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $57,936,990.

    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).