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Integrated Wealth Concepts LLC: XISE position timeline

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

Integrated Wealth Concepts LLC held 6,773 XISE 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 6,773 shares
    Change vs previous 13F +29 shares

    <0.01% of the 13F portfolio, value $206,408.

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

  2. period ended2026-03-31
    13F 6,744 shares
    Change vs previous 13F +29 shares

    <0.01% of the 13F portfolio, value $202,114.

    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 6,715 shares
    Change vs previous 13F +18 shares

    <0.01% of the 13F portfolio, value $204,149.

    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 6,697 shares
    Change vs previous 13F -1,205 shares

    <0.01% of the 13F portfolio, value $202,400.

    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 7,902 shares
    Change vs previous 13F +27 shares

    <0.01% of the 13F portfolio, value $240,520.

    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 7,875 shares
    Change vs previous 13F +26 shares

    <0.01% of the 13F portfolio, value $236,661.

    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 7,849 shares
    Change vs previous 13F +17 shares

    <0.01% of the 13F portfolio, value $237,717.

    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 7,832 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $236,846.

    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).