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Disclosery

Integrated Wealth Concepts LLC: USRT position timeline

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

Integrated Wealth Concepts LLC held 18,593 USRT 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 18,593 shares
    Change vs previous 13F +13,402 shares

    0.01% of the 13F portfolio, value $1,235,495.

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

  2. period ended2026-03-31
    13F 5,191 shares
    Change vs previous 13F +918 shares

    <0.01% of the 13F portfolio, value $307,272.

    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 4,273 shares
    Change vs previous 13F +3 shares

    <0.01% of the 13F portfolio, value $243,410.

    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 4,270 shares
    Change vs previous 13F -232 shares

    <0.01% of the 13F portfolio, value $250,749.

    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 4,502 shares
    Change vs previous 13F -14,237 shares

    <0.01% of the 13F portfolio, value $254,656.

    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 18,739 shares
    Change vs previous 13F -4,584 shares

    0.01% of the 13F portfolio, value $1,079,354.

    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 23,323 shares
    Change vs previous 13F +3,221 shares

    0.02% of the 13F portfolio, value $1,336,629.

    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 20,102 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,237,667.

    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).