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Integrated Wealth Concepts LLC: USTB position timeline

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

Integrated Wealth Concepts LLC held 214,309 USTB 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 214,309 shares
    Change vs previous 13F +7,838 shares

    0.07% of the 13F portfolio, value $10,848,318.

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

  2. period ended2026-03-31
    13F 206,471 shares
    Change vs previous 13F +67,271 shares

    0.08% of the 13F portfolio, value $10,443,299.

    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 139,200 shares
    Change vs previous 13F +30,244 shares

    0.08% of the 13F portfolio, value $7,076,906.

    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 108,956 shares
    Change vs previous 13F +10,851 shares

    0.05% of the 13F portfolio, value $5,555,692.

    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 98,105 shares
    Change vs previous 13F +46,826 shares

    0.05% of the 13F portfolio, value $4,985,700.

    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 51,279 shares
    Change vs previous 13F +5,885 shares

    0.03% of the 13F portfolio, value $2,597,275.

    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 45,394 shares
    Change vs previous 13F +15,697 shares

    0.03% of the 13F portfolio, value $2,278,787.

    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 29,697 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,508,911.

    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).