Skip to content
Disclosery

Integrated Wealth Concepts LLC: WTI position timeline

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

Integrated Wealth Concepts LLC held 24,141 WTI 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 24,141 shares
    Change vs previous 13F -1,300 shares

    <0.01% of the 13F portfolio, value $76,043.

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

  2. period ended2026-03-31
    13F 25,441 shares
    Change vs previous 13F +5,448 shares

    <0.01% of the 13F portfolio, value $86,754.

    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 19,993 shares
    Change vs previous 13F -4,641 shares

    <0.01% of the 13F portfolio, value $32,589.

    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 24,634 shares
    Change vs previous 13F +645 shares

    <0.01% of the 13F portfolio, value $44,835.

    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 23,989 shares
    Change vs previous 13F +878 shares

    <0.01% of the 13F portfolio, value $39,582.

    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 23,111 shares
    Change vs previous 13F -3,504 shares

    <0.01% of the 13F portfolio, value $35,822.

    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 26,615 shares
    Change vs previous 13F +516 shares

    <0.01% of the 13F portfolio, value $44,181.

    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 26,099 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $56,114.

    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).