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Integrated Wealth Concepts LLC: XLY position timeline

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

Integrated Wealth Concepts LLC held 47,717 XLY 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 47,717 shares
    Change vs previous 13F +4,280 shares

    0.04% of the 13F portfolio, value $5,596,250.

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

  2. period ended2026-03-31
    13F 43,437 shares
    Change vs previous 13F +21,454 shares

    0.04% of the 13F portfolio, value $4,733,753.

    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 21,983 shares
    Change vs previous 13F -3,389 shares

    0.03% of the 13F portfolio, value $2,625,014.

    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 25,372 shares
    Change vs previous 13F +8,243 shares

    0.05% of the 13F portfolio, value $6,080,041.

    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 17,129 shares
    Change vs previous 13F -14,305 shares

    0.04% of the 13F portfolio, value $3,722,629.

    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 31,434 shares
    Change vs previous 13F -5,398 shares

    0.07% of the 13F portfolio, value $6,207,042.

    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 36,832 shares
    Change vs previous 13F +17,026 shares

    0.1% of the 13F portfolio, value $8,263,338.

    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 19,806 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,968,629.

    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).