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Integrated Wealth Concepts LLC: XEXGX position timeline

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

Integrated Wealth Concepts LLC held 101,672 XEXGX 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 101,672 shares
    Change vs previous 13F -13,389 shares

    0.01% of the 13F portfolio, value $997,401.

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

  2. period ended2026-03-31
    13F 115,061 shares
    Change vs previous 13F +9,025 shares

    0.01% of the 13F portfolio, value $996,425.

    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 106,036 shares
    Change vs previous 13F +9,441 shares

    0.01% of the 13F portfolio, value $1,010,519.

    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 96,595 shares
    Change vs previous 13F -120,216 shares

    0.01% of the 13F portfolio, value $879,013.

    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 216,811 shares
    Change vs previous 13F +117,765 shares

    0.02% of the 13F portfolio, value $1,897,096.

    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 99,046 shares
    Change vs previous 13F +57 shares

    0.01% of the 13F portfolio, value $806,235.

    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 98,989 shares
    Change vs previous 13F -7,187 shares

    0.01% of the 13F portfolio, value $808,738.

    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 106,176 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $925,858.

    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).