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Disclosery

Integrated Wealth Concepts LLC: XLC position timeline

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

Integrated Wealth Concepts LLC held 69,125 XLC 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 69,125 shares
    Change vs previous 13F +9,526 shares

    0.05% of the 13F portfolio, value $7,405,410.

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

  2. period ended2026-03-31
    13F 59,599 shares
    Change vs previous 13F +990 shares

    0.05% of the 13F portfolio, value $6,607,133.

    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 58,609 shares
    Change vs previous 13F -20,114 shares

    0.08% of the 13F portfolio, value $6,899,402.

    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 78,723 shares
    Change vs previous 13F -7,054 shares

    0.08% of the 13F portfolio, value $9,318,456.

    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 85,777 shares
    Change vs previous 13F +5,455 shares

    0.09% of the 13F portfolio, value $9,309,440.

    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 80,322 shares
    Change vs previous 13F +3,498 shares

    0.09% of the 13F portfolio, value $7,747,089.

    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 76,824 shares
    Change vs previous 13F +982 shares

    0.09% of the 13F portfolio, value $7,437,333.

    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 75,842 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $6,856,109.

    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).