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Disclosery

Integrated Wealth Concepts LLC: XLRE position timeline

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

Integrated Wealth Concepts LLC held 15,565 XLRE 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 15,565 shares
    Change vs previous 13F -1,246 shares

    <0.01% of the 13F portfolio, value $685,315.

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

  2. period ended2026-03-31
    13F 16,811 shares
    Change vs previous 13F +5,615 shares

    0.01% of the 13F portfolio, value $686,380.

    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 11,196 shares
    Change vs previous 13F -35,518 shares

    0.01% of the 13F portfolio, value $451,752.

    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 46,714 shares
    Change vs previous 13F +1,696 shares

    0.02% of the 13F portfolio, value $1,968,060.

    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 45,018 shares
    Change vs previous 13F -30,569 shares

    0.02% of the 13F portfolio, value $1,864,639.

    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 75,587 shares
    Change vs previous 13F -22,568 shares

    0.04% of the 13F portfolio, value $3,163,347.

    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 98,155 shares
    Change vs previous 13F -19,537 shares

    0.05% of the 13F portfolio, value $3,991,974.

    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 117,692 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,257,327.

    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).