Skip to content
Disclosery

Integrated Wealth Concepts LLC: UTHR position timeline

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

Integrated Wealth Concepts LLC held 2,055 UTHR 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 2,055 shares
    Change vs previous 13F -72 shares

    0.01% of the 13F portfolio, value $1,113,339.

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

  2. period ended2026-03-31
    13F 2,127 shares
    Change vs previous 13F -7,815 shares

    0.01% of the 13F portfolio, value $1,261,269.

    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 9,942 shares
    Change vs previous 13F -1,991 shares

    0.06% of the 13F portfolio, value $4,844,295.

    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 11,933 shares
    Change vs previous 13F +9,117 shares

    0.04% of the 13F portfolio, value $5,002,433.

    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 2,816 shares
    Change vs previous 13F +816 shares

    0.01% of the 13F portfolio, value $809,177.

    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 2,000 shares
    Change vs previous 13F -7,962 shares

    0.01% of the 13F portfolio, value $616,539.

    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 9,962 shares
    Change vs previous 13F +1,230 shares

    0.04% of the 13F portfolio, value $3,515,003.

    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 8,732 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,129,118.

    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).