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Disclosery

Integrated Wealth Concepts LLC: WH position timeline

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

Integrated Wealth Concepts LLC held 5,190 WH 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 5,190 shares
    Change vs previous 13F +5,190 shares

    <0.01% of the 13F portfolio, value $437,058.

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

  2. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -2,517 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-06-30
    13F 2,517 shares
    Change vs previous 13F -2,105 shares

    <0.01% of the 13F portfolio, value $204,408.

    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).

  4. period ended2025-03-31
    13F 4,622 shares
    Change vs previous 13F +1,181 shares

    <0.01% of the 13F portfolio, value $418,338.

    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).

  5. period ended2024-12-31
    13F 3,441 shares
    Change vs previous 13F -251 shares

    <0.01% of the 13F portfolio, value $346,819.

    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).

  6. period ended2024-09-30
    13F 3,692 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $288,493.

    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).