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Integrated Wealth Concepts LLC: XJH position timeline

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

Integrated Wealth Concepts LLC held 15,635 XJH 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 15,635 shares
    Change vs previous 13F +907 shares

    0.01% of the 13F portfolio, value $815,378.

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

  2. period ended2026-03-31
    13F 14,728 shares
    Change vs previous 13F +5,629 shares

    0.01% of the 13F portfolio, value $668,195.

    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 9,099 shares
    Change vs previous 13F -4,407 shares

    <0.01% of the 13F portfolio, value $406,254.

    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 13,506 shares
    Change vs previous 13F +2,167 shares

    0.01% of the 13F portfolio, value $592,224.

    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 11,339 shares
    Change vs previous 13F +2,373 shares

    <0.01% of the 13F portfolio, value $470,589.

    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 8,966 shares
    Change vs previous 13F +2,725 shares

    <0.01% of the 13F portfolio, value $350,290.

    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 6,241 shares
    Change vs previous 13F +1,451 shares

    <0.01% of the 13F portfolio, value $261,111.

    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 4,790 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $202,554.

    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).