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Integrated Wealth Concepts LLC: WDC position timeline

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

Integrated Wealth Concepts LLC held 18,708 WDC 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 18,708 shares
    Change vs previous 13F -3,923 shares

    0.08% of the 13F portfolio, value $11,949,100.

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

  2. period ended2026-03-31
    13F 22,631 shares
    Change vs previous 13F +14,168 shares

    0.05% of the 13F portfolio, value $6,121,551.

    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 8,463 shares
    Change vs previous 13F -3,297 shares

    0.02% of the 13F portfolio, value $1,457,925.

    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 11,760 shares
    Change vs previous 13F +1,586 shares

    0.01% of the 13F portfolio, value $1,411,852.

    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 10,174 shares
    Change vs previous 13F -5,665 shares

    0.01% of the 13F portfolio, value $651,057.

    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 15,839 shares
    Change vs previous 13F +11,348 shares

    0.01% of the 13F portfolio, value $640,375.

    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 4,491 shares
    Change vs previous 13F -945 shares

    <0.01% of the 13F portfolio, value $267,798.

    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 5,436 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $371,226.

    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).