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Integrated Wealth Concepts LLC: XLP position timeline

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

Integrated Wealth Concepts LLC held 219,415 XLP 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 219,415 shares
    Change vs previous 13F +37,050 shares

    0.12% of the 13F portfolio, value $18,226,817.

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

  2. period ended2026-03-31
    13F 182,365 shares
    Change vs previous 13F +135,095 shares

    0.12% of the 13F portfolio, value $14,950,249.

    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 47,270 shares
    Change vs previous 13F -109,834 shares

    0.04% of the 13F portfolio, value $3,671,903.

    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 157,104 shares
    Change vs previous 13F +15,662 shares

    0.11% of the 13F portfolio, value $12,312,275.

    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 141,442 shares
    Change vs previous 13F +14,935 shares

    0.11% of the 13F portfolio, value $11,452,542.

    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 126,507 shares
    Change vs previous 13F -11,408 shares

    0.12% of the 13F portfolio, value $10,331,816.

    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 137,915 shares
    Change vs previous 13F +8,559 shares

    0.13% of the 13F portfolio, value $10,841,481.

    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 129,356 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $10,736,571.

    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).