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Disclosery

Integrated Wealth Concepts LLC: WPM position timeline

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

Integrated Wealth Concepts LLC held 46,696 WPM 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 46,696 shares
    Change vs previous 13F -446 shares

    0.03% of the 13F portfolio, value $5,244,913.

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

  2. period ended2026-03-31
    13F 47,142 shares
    Change vs previous 13F +1,980 shares

    0.05% of the 13F portfolio, value $6,176,079.

    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 45,162 shares
    Change vs previous 13F +44 shares

    0.06% of the 13F portfolio, value $5,307,439.

    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 45,118 shares
    Change vs previous 13F -1,235 shares

    0.05% of the 13F portfolio, value $5,046,035.

    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 46,353 shares
    Change vs previous 13F +9,192 shares

    0.04% of the 13F portfolio, value $4,162,481.

    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 37,161 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,884,789.

    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).