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Integrated Wealth Concepts LLC: WMT position timeline

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

Integrated Wealth Concepts LLC held 322,825 WMT 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 322,825 shares
    Change vs previous 13F +12,703 shares

    0.24% of the 13F portfolio, value $36,563,131.

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

  2. period ended2026-03-31
    13F 310,122 shares
    Change vs previous 13F +90,987 shares

    0.31% of the 13F portfolio, value $38,541,921.

    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 219,135 shares
    Change vs previous 13F -83,696 shares

    0.29% of the 13F portfolio, value $24,413,769.

    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 302,831 shares
    Change vs previous 13F +30,818 shares

    0.28% of the 13F portfolio, value $31,209,795.

    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 272,013 shares
    Change vs previous 13F +47,628 shares

    0.27% of the 13F portfolio, value $26,597,464.

    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 224,385 shares
    Change vs previous 13F +2,964 shares

    0.23% of the 13F portfolio, value $19,698,721.

    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 221,421 shares
    Change vs previous 13F +17,434 shares

    0.23% of the 13F portfolio, value $20,005,437.

    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 203,987 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $16,471,988.

    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).