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Integrated Wealth Concepts LLC: XLE position timeline

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

Integrated Wealth Concepts LLC held 320,394 XLE 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 320,394 shares
    Change vs previous 13F +16,948 shares

    0.11% of the 13F portfolio, value $17,016,126.

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

  2. period ended2026-03-31
    13F 303,446 shares
    Change vs previous 13F +181,510 shares

    0.15% of the 13F portfolio, value $18,589,116.

    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 121,936 shares
    Change vs previous 13F -6,370 shares

    0.06% of the 13F portfolio, value $5,451,761.

    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 128,306 shares
    Change vs previous 13F +402 shares

    0.1% of the 13F portfolio, value $11,462,856.

    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 127,904 shares
    Change vs previous 13F -11,721 shares

    0.11% of the 13F portfolio, value $10,847,558.

    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 139,625 shares
    Change vs previous 13F -38,864 shares

    0.15% of the 13F portfolio, value $13,047,998.

    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 178,489 shares
    Change vs previous 13F -22,930 shares

    0.18% of the 13F portfolio, value $15,289,414.

    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 201,419 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $17,684,599.

    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).