Skip to content
Disclosery

Integrated Wealth Concepts LLC: WEC position timeline

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

Integrated Wealth Concepts LLC held 20,099 WEC 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 20,099 shares
    Change vs previous 13F +163 shares

    0.02% of the 13F portfolio, value $2,346,999.

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

  2. period ended2026-03-31
    13F 19,936 shares
    Change vs previous 13F +17,116 shares

    0.02% of the 13F portfolio, value $2,308,027.

    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 2,820 shares
    Change vs previous 13F -18,453 shares

    <0.01% of the 13F portfolio, value $297,351.

    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 21,273 shares
    Change vs previous 13F +608 shares

    0.02% of the 13F portfolio, value $2,437,652.

    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 20,665 shares
    Change vs previous 13F +5,021 shares

    0.02% of the 13F portfolio, value $2,153,314.

    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 15,644 shares
    Change vs previous 13F -1,381 shares

    0.02% of the 13F portfolio, value $1,704,923.

    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 17,025 shares
    Change vs previous 13F +1,155 shares

    0.02% of the 13F portfolio, value $1,601,030.

    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 15,870 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,526,333.

    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).