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Integrated Wealth Concepts LLC: WFC position timeline

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

Integrated Wealth Concepts LLC held 122,558 WFC 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 122,558 shares
    Change vs previous 13F +9,730 shares

    0.07% of the 13F portfolio, value $10,128,157.

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

  2. period ended2026-03-31
    13F 112,828 shares
    Change vs previous 13F +64,856 shares

    0.07% of the 13F portfolio, value $8,982,235.

    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 47,972 shares
    Change vs previous 13F -57,225 shares

    0.05% of the 13F portfolio, value $4,471,039.

    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 105,197 shares
    Change vs previous 13F -4,309 shares

    0.08% of the 13F portfolio, value $8,817,611.

    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 109,506 shares
    Change vs previous 13F -9,860 shares

    0.09% of the 13F portfolio, value $8,773,604.

    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 119,366 shares
    Change vs previous 13F +1,295 shares

    0.1% of the 13F portfolio, value $8,569,278.

    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 118,071 shares
    Change vs previous 13F +39,635 shares

    0.1% of the 13F portfolio, value $8,293,290.

    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 78,436 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,430,858.

    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).