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Integrated Wealth Concepts LLC: XBOEX position timeline

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

Integrated Wealth Concepts LLC held 15,084 XBOEX 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 15,084 shares
    Change vs previous 13F -1 shares

    <0.01% of the 13F portfolio, value $182,365.

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

  2. period ended2026-03-31
    13F 15,085 shares
    Change vs previous 13F -35 shares

    <0.01% of the 13F portfolio, value $165,329.

    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 15,120 shares
    Change vs previous 13F -9 shares

    <0.01% of the 13F portfolio, value $177,054.

    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 15,129 shares
    Change vs previous 13F -373 shares

    <0.01% of the 13F portfolio, value $175,042.

    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 15,502 shares
    Change vs previous 13F -1,073 shares

    <0.01% of the 13F portfolio, value $175,948.

    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 16,575 shares
    Change vs previous 13F -1,146 shares

    <0.01% of the 13F portfolio, value $179,839.

    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 17,721 shares
    Change vs previous 13F -2,696 shares

    <0.01% of the 13F portfolio, value $190,855.

    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 20,417 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $229,895.

    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).