Skip to content
Disclosery

Integrated Wealth Concepts LLC: XMHQ position timeline

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

Integrated Wealth Concepts LLC held 99,569 XMHQ 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 99,569 shares
    Change vs previous 13F +96,020 shares

    0.07% of the 13F portfolio, value $11,239,301.

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

  2. period ended2026-03-31
    13F 3,549 shares
    Change vs previous 13F +1,343 shares

    <0.01% of the 13F portfolio, value $366,885.

    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 2,206 shares
    Change vs previous 13F -1,321 shares

    <0.01% of the 13F portfolio, value $225,979.

    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 3,527 shares
    Change vs previous 13F -13,689 shares

    <0.01% of the 13F portfolio, value $370,180.

    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 17,216 shares
    Change vs previous 13F +13,431 shares

    0.02% of the 13F portfolio, value $1,691,277.

    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 3,785 shares
    Change vs previous 13F -12,912 shares

    <0.01% of the 13F portfolio, value $346,478.

    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 16,697 shares
    Change vs previous 13F +3,724 shares

    0.02% of the 13F portfolio, value $1,644,131.

    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 12,973 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,330,792.

    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).