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Disclosery

Integrated Wealth Concepts LLC: WDS position timeline

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

Integrated Wealth Concepts LLC held 39,636 WDS 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 39,636 shares
    Change vs previous 13F +3,465 shares

    0.01% of the 13F portfolio, value $765,777.

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

  2. period ended2026-03-31
    13F 36,171 shares
    Change vs previous 13F +13,199 shares

    0.01% of the 13F portfolio, value $863,769.

    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 22,972 shares
    Change vs previous 13F -7,663 shares

    <0.01% of the 13F portfolio, value $358,133.

    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 30,635 shares
    Change vs previous 13F +1,280 shares

    <0.01% of the 13F portfolio, value $461,055.

    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 29,355 shares
    Change vs previous 13F +18,160 shares

    <0.01% of the 13F portfolio, value $452,946.

    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 11,195 shares
    Change vs previous 13F -804 shares

    <0.01% of the 13F portfolio, value $162,215.

    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 11,999 shares
    Change vs previous 13F -242 shares

    <0.01% of the 13F portfolio, value $187,186.

    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 12,241 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $211,035.

    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).