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Integrated Wealth Concepts LLC: XGDVX position timeline

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

Integrated Wealth Concepts LLC held 41,773 XGDVX 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 41,773 shares
    Change vs previous 13F -27,355 shares

    0.01% of the 13F portfolio, value $1,228,126.

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

  2. period ended2026-03-31
    13F 69,128 shares
    Change vs previous 13F +258 shares

    0.01% of the 13F portfolio, value $1,861,617.

    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 68,870 shares
    Change vs previous 13F -4,982 shares

    0.02% of the 13F portfolio, value $1,912,520.

    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 73,852 shares
    Change vs previous 13F -4,384 shares

    0.02% of the 13F portfolio, value $2,003,605.

    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 78,236 shares
    Change vs previous 13F -1,819 shares

    0.02% of the 13F portfolio, value $2,034,918.

    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 80,055 shares
    Change vs previous 13F -427 shares

    0.02% of the 13F portfolio, value $1,931,727.

    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 80,482 shares
    Change vs previous 13F -10,891 shares

    0.02% of the 13F portfolio, value $1,943,640.

    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 91,373 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,234,063.

    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).