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Integrated Wealth Concepts LLC: XNIEX position timeline

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

Integrated Wealth Concepts LLC held 43,100 XNIEX 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 43,100 shares
    Change vs previous 13F +121 shares

    0.01% of the 13F portfolio, value $1,157,674.

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

  2. period ended2026-03-31
    13F 42,979 shares
    Change vs previous 13F -3,324 shares

    0.01% of the 13F portfolio, value $1,003,987.

    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 46,303 shares
    Change vs previous 13F -9,111 shares

    0.01% of the 13F portfolio, value $1,153,868.

    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 55,414 shares
    Change vs previous 13F -2,971 shares

    0.01% of the 13F portfolio, value $1,391,442.

    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 58,385 shares
    Change vs previous 13F +4,765 shares

    0.01% of the 13F portfolio, value $1,395,408.

    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 53,620 shares
    Change vs previous 13F -5,449 shares

    0.01% of the 13F portfolio, value $1,186,615.

    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 59,069 shares
    Change vs previous 13F -4,295 shares

    0.02% of the 13F portfolio, value $1,456,643.

    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 63,364 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,457,995.

    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).