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Integrated Wealth Concepts LLC: WMB position timeline

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

Integrated Wealth Concepts LLC held 48,052 WMB 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 48,052 shares
    Change vs previous 13F +1,272 shares

    0.02% of the 13F portfolio, value $3,572,200.

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

  2. period ended2026-03-31
    13F 46,780 shares
    Change vs previous 13F +36,353 shares

    0.03% of the 13F portfolio, value $3,404,658.

    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 10,427 shares
    Change vs previous 13F -35,503 shares

    0.01% of the 13F portfolio, value $626,792.

    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 45,930 shares
    Change vs previous 13F -7,423 shares

    0.03% of the 13F portfolio, value $2,909,679.

    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 53,353 shares
    Change vs previous 13F +11,792 shares

    0.03% of the 13F portfolio, value $3,351,125.

    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 41,561 shares
    Change vs previous 13F +1,361 shares

    0.03% of the 13F portfolio, value $2,483,661.

    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 40,200 shares
    Change vs previous 13F -35,117 shares

    0.03% of the 13F portfolio, value $2,175,628.

    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 75,317 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,438,240.

    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).