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Integrated Wealth Concepts LLC: XLB position timeline

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

Integrated Wealth Concepts LLC held 173,452 XLB 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 173,452 shares
    Change vs previous 13F -55,155 shares

    0.06% of the 13F portfolio, value $8,816,569.

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

  2. period ended2026-03-31
    13F 228,607 shares
    Change vs previous 13F +215,500 shares

    0.09% of the 13F portfolio, value $11,423,487.

    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 13,107 shares
    Change vs previous 13F -61,538 shares

    0.01% of the 13F portfolio, value $594,413.

    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 74,645 shares
    Change vs previous 13F -1,234 shares

    0.06% of the 13F portfolio, value $6,689,666.

    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 75,879 shares
    Change vs previous 13F -12,749 shares

    0.07% of the 13F portfolio, value $6,662,934.

    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 88,628 shares
    Change vs previous 13F -1,639 shares

    0.09% of the 13F portfolio, value $7,620,241.

    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 90,267 shares
    Change vs previous 13F -515 shares

    0.09% of the 13F portfolio, value $7,595,100.

    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 90,782 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $8,749,610.

    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).