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Integrated Wealth Concepts LLC: XLU position timeline

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

Integrated Wealth Concepts LLC held 185,503 XLU 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 185,503 shares
    Change vs previous 13F -24,986 shares

    0.05% of the 13F portfolio, value $8,410,717.

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

  2. period ended2026-03-31
    13F 210,489 shares
    Change vs previous 13F +106,860 shares

    0.08% of the 13F portfolio, value $9,659,356.

    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 103,629 shares
    Change vs previous 13F +57,260 shares

    0.05% of the 13F portfolio, value $4,423,943.

    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 46,369 shares
    Change vs previous 13F -24,645 shares

    0.04% of the 13F portfolio, value $4,043,853.

    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 71,014 shares
    Change vs previous 13F -10,345 shares

    0.06% of the 13F portfolio, value $5,798,993.

    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 81,359 shares
    Change vs previous 13F -7,217 shares

    0.07% of the 13F portfolio, value $6,415,139.

    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 88,576 shares
    Change vs previous 13F -14,580 shares

    0.08% of the 13F portfolio, value $6,704,368.

    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 103,156 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $8,332,947.

    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).