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Integrated Wealth Concepts LLC: XAWFX position timeline

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

Integrated Wealth Concepts LLC held 49,361 XAWFX 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 49,361 shares
    Change vs previous 13F +100 shares

    <0.01% of the 13F portfolio, value $508,418.

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

  2. period ended2026-03-31
    13F 49,261 shares
    Change vs previous 13F +6,372 shares

    <0.01% of the 13F portfolio, value $500,984.

    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 42,889 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $458,483.

    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 42,889 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $480,786.

    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 42,889 shares
    Change vs previous 13F -150 shares

    <0.01% of the 13F portfolio, value $473,066.

    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 43,039 shares
    Change vs previous 13F +2,050 shares

    0.01% of the 13F portfolio, value $461,808.

    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 40,989 shares
    Change vs previous 13F -730 shares

    0.01% of the 13F portfolio, value $439,812.

    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 41,719 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $473,093.

    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).