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Disclosery

Integrated Wealth Concepts LLC: XLI position timeline

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

Integrated Wealth Concepts LLC held 69,980 XLI 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 69,980 shares
    Change vs previous 13F -1,776 shares

    0.08% of the 13F portfolio, value $12,962,393.

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

  2. period ended2026-03-31
    13F 71,756 shares
    Change vs previous 13F +28,527 shares

    0.09% of the 13F portfolio, value $11,605,023.

    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 43,229 shares
    Change vs previous 13F -15,381 shares

    0.08% of the 13F portfolio, value $6,705,706.

    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 58,610 shares
    Change vs previous 13F -1,743 shares

    0.08% of the 13F portfolio, value $9,039,346.

    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 60,353 shares
    Change vs previous 13F +3,488 shares

    0.09% of the 13F portfolio, value $8,903,235.

    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 56,865 shares
    Change vs previous 13F -7,956 shares

    0.09% of the 13F portfolio, value $7,453,282.

    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 64,821 shares
    Change vs previous 13F -4,428 shares

    0.1% of the 13F portfolio, value $8,540,818.

    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 69,249 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $9,379,078.

    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).