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Disclosery

Integrated Wealth Concepts LLC: WTFC position timeline

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

Integrated Wealth Concepts LLC held 2,214 WTFC 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 2,214 shares
    Change vs previous 13F -1,372 shares

    <0.01% of the 13F portfolio, value $355,897.

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

  2. period ended2026-03-31
    13F 3,586 shares
    Change vs previous 13F +1,808 shares

    <0.01% of the 13F portfolio, value $498,241.

    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 1,778 shares
    Change vs previous 13F -1,684 shares

    <0.01% of the 13F portfolio, value $248,550.

    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 3,462 shares
    Change vs previous 13F +491 shares

    <0.01% of the 13F portfolio, value $458,453.

    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 2,971 shares
    Change vs previous 13F -76 shares

    <0.01% of the 13F portfolio, value $368,239.

    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 3,047 shares
    Change vs previous 13F -341 shares

    <0.01% of the 13F portfolio, value $342,522.

    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 3,388 shares
    Change vs previous 13F -22 shares

    <0.01% of the 13F portfolio, value $422,544.

    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 3,410 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $370,075.

    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).