Skip to content
Disclosery

Integrated Wealth Concepts LLC: XLG position timeline

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

Integrated Wealth Concepts LLC held 228,152 XLG 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 228,152 shares
    Change vs previous 13F -9,015 shares

    0.09% of the 13F portfolio, value $13,969,756.

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

  2. period ended2026-03-31
    13F 237,167 shares
    Change vs previous 13F -130,139 shares

    0.1% of the 13F portfolio, value $12,937,449.

    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 367,306 shares
    Change vs previous 13F -63,384 shares

    0.26% of the 13F portfolio, value $21,773,861.

    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 430,690 shares
    Change vs previous 13F -199,598 shares

    0.22% of the 13F portfolio, value $24,773,304.

    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 630,288 shares
    Change vs previous 13F +97,697 shares

    0.33% of the 13F portfolio, value $32,838,025.

    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 532,591 shares
    Change vs previous 13F +76,563 shares

    0.29% of the 13F portfolio, value $24,509,830.

    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 456,028 shares
    Change vs previous 13F +273,534 shares

    0.26% of the 13F portfolio, value $22,783,178.

    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 182,494 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $8,673,941.

    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).