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Integrated Wealth Concepts LLC: XEMDX position timeline

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

Integrated Wealth Concepts LLC held 144,738 XEMDX 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 144,738 shares
    Change vs previous 13F -6,274 shares

    0.01% of the 13F portfolio, value $1,554,486.

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

  2. period ended2026-03-31
    13F 151,012 shares
    Change vs previous 13F -6,090 shares

    0.01% of the 13F portfolio, value $1,482,938.

    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 157,102 shares
    Change vs previous 13F -11,991 shares

    0.02% of the 13F portfolio, value $1,669,994.

    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 169,093 shares
    Change vs previous 13F -4,868 shares

    0.02% of the 13F portfolio, value $1,745,040.

    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 173,961 shares
    Change vs previous 13F +64,184 shares

    0.02% of the 13F portfolio, value $1,748,308.

    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 109,777 shares
    Change vs previous 13F +1,789 shares

    0.01% of the 13F portfolio, value $1,085,695.

    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 107,988 shares
    Change vs previous 13F +1,319 shares

    0.01% of the 13F portfolio, value $1,038,845.

    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 106,669 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,085,890.

    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).