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Integrated Wealth Concepts LLC: WEA position timeline

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

Integrated Wealth Concepts LLC held 55,754 WEA 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 55,754 shares
    Change vs previous 13F +563 shares

    <0.01% of the 13F portfolio, value $593,780.

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

  2. period ended2026-03-31
    13F 55,191 shares
    Change vs previous 13F -200 shares

    <0.01% of the 13F portfolio, value $583,921.

    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 55,391 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $610,963.

    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 55,391 shares
    Change vs previous 13F -2,692 shares

    0.01% of the 13F portfolio, value $622,041.

    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 58,083 shares
    Change vs previous 13F -255 shares

    0.01% of the 13F portfolio, value $630,201.

    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 58,338 shares
    Change vs previous 13F +500 shares

    0.01% of the 13F portfolio, value $653,969.

    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 57,838 shares
    Change vs previous 13F +112 shares

    0.01% of the 13F portfolio, value $622,915.

    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 57,726 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $651,149.

    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).