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Disclosery

Integrated Wealth Concepts LLC: XBI position timeline

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

Integrated Wealth Concepts LLC held 23,189 XBI 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 23,189 shares
    Change vs previous 13F -1,376 shares

    0.02% of the 13F portfolio, value $3,669,693.

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

  2. period ended2026-03-31
    13F 24,565 shares
    Change vs previous 13F +2,830 shares

    0.03% of the 13F portfolio, value $3,137,636.

    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 21,735 shares
    Change vs previous 13F -4,217 shares

    0.03% of the 13F portfolio, value $2,650,125.

    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 25,952 shares
    Change vs previous 13F -5,464 shares

    0.02% of the 13F portfolio, value $2,600,341.

    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 31,416 shares
    Change vs previous 13F -3,489 shares

    0.03% of the 13F portfolio, value $2,605,323.

    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 34,905 shares
    Change vs previous 13F +7,780 shares

    0.03% of the 13F portfolio, value $2,830,768.

    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 27,125 shares
    Change vs previous 13F +5,701 shares

    0.03% of the 13F portfolio, value $2,442,844.

    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 21,424 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,116,680.

    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).