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Integrated Wealth Concepts LLC: XLV position timeline

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

Integrated Wealth Concepts LLC held 104,608 XLV 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 104,608 shares
    Change vs previous 13F +746 shares

    0.11% of the 13F portfolio, value $16,597,046.

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

  2. period ended2026-03-31
    13F 103,862 shares
    Change vs previous 13F +51,847 shares

    0.12% of the 13F portfolio, value $15,227,207.

    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 52,015 shares
    Change vs previous 13F -18,613 shares

    0.1% of the 13F portfolio, value $8,051,923.

    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 70,628 shares
    Change vs previous 13F +4,464 shares

    0.09% of the 13F portfolio, value $9,829,344.

    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 66,164 shares
    Change vs previous 13F -4,609 shares

    0.09% of the 13F portfolio, value $8,918,294.

    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 70,773 shares
    Change vs previous 13F -6,769 shares

    0.12% of the 13F portfolio, value $10,333,476.

    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 77,542 shares
    Change vs previous 13F -3,088 shares

    0.12% of the 13F portfolio, value $10,667,482.

    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 80,630 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $12,418,579.

    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).