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Integrated Wealth Concepts LLC: XLK position timeline

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

Integrated Wealth Concepts LLC held 518,295 XLK 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 518,295 shares
    Change vs previous 13F +21,711 shares

    0.65% of the 13F portfolio, value $98,745,457.

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

  2. period ended2026-03-31
    13F 496,584 shares
    Change vs previous 13F +235,527 shares

    0.53% of the 13F portfolio, value $65,996,081.

    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 261,057 shares
    Change vs previous 13F +5,032 shares

    0.45% of the 13F portfolio, value $37,584,413.

    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 256,025 shares
    Change vs previous 13F +16,779 shares

    0.65% of the 13F portfolio, value $72,163,122.

    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 239,246 shares
    Change vs previous 13F -16,059 shares

    0.61% of the 13F portfolio, value $60,584,229.

    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 255,305 shares
    Change vs previous 13F +969 shares

    0.61% of the 13F portfolio, value $52,715,447.

    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 254,336 shares
    Change vs previous 13F +43,245 shares

    0.69% of the 13F portfolio, value $59,138,145.

    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 211,091 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $47,655,829.

    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).