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Integrated Wealth Concepts LLC: XAR position timeline

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

Integrated Wealth Concepts LLC held 32,047 XAR 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 32,047 shares
    Change vs previous 13F +2,439 shares

    0.06% of the 13F portfolio, value $9,094,638.

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

  2. period ended2026-03-31
    13F 29,608 shares
    Change vs previous 13F +3,111 shares

    0.06% of the 13F portfolio, value $7,519,904.

    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 26,497 shares
    Change vs previous 13F +14,864 shares

    0.08% of the 13F portfolio, value $6,392,078.

    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 11,633 shares
    Change vs previous 13F +283 shares

    0.02% of the 13F portfolio, value $2,733,327.

    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 11,350 shares
    Change vs previous 13F +618 shares

    0.02% of the 13F portfolio, value $2,394,104.

    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 10,732 shares
    Change vs previous 13F +1,877 shares

    0.02% of the 13F portfolio, value $1,724,448.

    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 8,855 shares
    Change vs previous 13F +292 shares

    0.02% of the 13F portfolio, value $1,468,409.

    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 8,563 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,347,367.

    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).