Skip to content
Disclosery

Integrated Wealth Concepts LLC: WM position timeline

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

Integrated Wealth Concepts LLC held 46,398 WM 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 46,398 shares
    Change vs previous 13F +16,673 shares

    0.07% of the 13F portfolio, value $10,341,239.

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

  2. period ended2026-03-31
    13F 29,725 shares
    Change vs previous 13F +9,459 shares

    0.05% of the 13F portfolio, value $6,830,599.

    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 20,266 shares
    Change vs previous 13F -6,484 shares

    0.05% of the 13F portfolio, value $4,452,651.

    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 26,750 shares
    Change vs previous 13F -266 shares

    0.05% of the 13F portfolio, value $5,907,139.

    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 27,016 shares
    Change vs previous 13F -1,237 shares

    0.06% of the 13F portfolio, value $6,181,758.

    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 28,253 shares
    Change vs previous 13F +748 shares

    0.08% of the 13F portfolio, value $6,540,894.

    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 27,505 shares
    Change vs previous 13F +339 shares

    0.06% of the 13F portfolio, value $5,550,164.

    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 27,166 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $5,639,699.

    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).