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Disclosery

Integrated Wealth Concepts LLC: WIA position timeline

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

Integrated Wealth Concepts LLC held 165,070 WIA 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 165,070 shares
    Change vs previous 13F -8,121 shares

    0.01% of the 13F portfolio, value $1,342,019.

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

  2. period ended2026-03-31
    13F 173,191 shares
    Change vs previous 13F -9,910 shares

    0.01% of the 13F portfolio, value $1,399,383.

    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 183,101 shares
    Change vs previous 13F -5,712 shares

    0.02% of the 13F portfolio, value $1,514,245.

    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 188,813 shares
    Change vs previous 13F -4,241 shares

    0.01% of the 13F portfolio, value $1,589,805.

    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 193,054 shares
    Change vs previous 13F -3,365 shares

    0.02% of the 13F portfolio, value $1,621,654.

    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 196,419 shares
    Change vs previous 13F -3,257 shares

    0.02% of the 13F portfolio, value $1,639,117.

    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 199,676 shares
    Change vs previous 13F -25,473 shares

    0.02% of the 13F portfolio, value $1,597,408.

    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 225,149 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,925,024.

    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).