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Disclosery

Integrated Wealth Concepts LLC: WTS position timeline

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

Integrated Wealth Concepts LLC held 1,730 WTS 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 1,730 shares
    Change vs previous 13F -1,205 shares

    <0.01% of the 13F portfolio, value $677,022.

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

  2. period ended2026-03-31
    13F 2,935 shares
    Change vs previous 13F +1,495 shares

    0.01% of the 13F portfolio, value $852,015.

    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 1,440 shares
    Change vs previous 13F -1,546 shares

    <0.01% of the 13F portfolio, value $397,362.

    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 2,986 shares
    Change vs previous 13F +998 shares

    0.01% of the 13F portfolio, value $833,972.

    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 1,988 shares
    Change vs previous 13F +101 shares

    <0.01% of the 13F portfolio, value $488,751.

    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 1,887 shares
    Change vs previous 13F +174 shares

    <0.01% of the 13F portfolio, value $384,825.

    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 1,713 shares
    Change vs previous 13F +110 shares

    <0.01% of the 13F portfolio, value $348,174.

    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 1,603 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $332,150.

    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).