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Integrated Wealth Concepts LLC: XLF position timeline

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

Integrated Wealth Concepts LLC held 568,477 XLF 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 568,477 shares
    Change vs previous 13F +13,359 shares

    0.2% of the 13F portfolio, value $30,476,080.

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

  2. period ended2026-03-31
    13F 555,118 shares
    Change vs previous 13F +196,575 shares

    0.22% of the 13F portfolio, value $27,406,173.

    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 358,543 shares
    Change vs previous 13F -154,025 shares

    0.23% of the 13F portfolio, value $19,637,408.

    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 512,568 shares
    Change vs previous 13F +9,389 shares

    0.25% of the 13F portfolio, value $27,612,046.

    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 503,179 shares
    Change vs previous 13F +18,092 shares

    0.26% of the 13F portfolio, value $26,351,500.

    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 485,087 shares
    Change vs previous 13F +20,039 shares

    0.28% of the 13F portfolio, value $24,162,183.

    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 465,048 shares
    Change vs previous 13F +35,434 shares

    0.26% of the 13F portfolio, value $22,475,799.

    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 429,614 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $19,470,121.

    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).