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Integrated Wealth Concepts LLC: XME position timeline

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

Integrated Wealth Concepts LLC held 8,249 XME 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 8,249 shares
    Change vs previous 13F -633 shares

    0.01% of the 13F portfolio, value $882,038.

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

  2. period ended2026-03-31
    13F 8,882 shares
    Change vs previous 13F +6,862 shares

    0.01% of the 13F portfolio, value $959,376.

    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 2,020 shares
    Change vs previous 13F -7,390 shares

    <0.01% of the 13F portfolio, value $209,245.

    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 9,410 shares
    Change vs previous 13F +27 shares

    0.01% of the 13F portfolio, value $876,944.

    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 9,383 shares
    Change vs previous 13F -2,358 shares

    0.01% of the 13F portfolio, value $630,723.

    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 11,741 shares
    Change vs previous 13F +246 shares

    0.01% of the 13F portfolio, value $657,353.

    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 11,495 shares
    Change vs previous 13F +5 shares

    0.01% of the 13F portfolio, value $652,359.

    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 11,490 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $732,153.

    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).