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Disclosery

Integrated Wealth Concepts LLC: YEAR position timeline

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

Integrated Wealth Concepts LLC held 7,575 YEAR 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 7,575 shares
    Change vs previous 13F -1,865 shares

    <0.01% of the 13F portfolio, value $381,324.

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

  2. period ended2026-03-31
    13F 9,440 shares
    Change vs previous 13F +1,667 shares

    <0.01% of the 13F portfolio, value $476,489.

    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 7,773 shares
    Change vs previous 13F -6,100 shares

    <0.01% of the 13F portfolio, value $392,374.

    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 13,873 shares
    Change vs previous 13F -37,763 shares

    0.01% of the 13F portfolio, value $702,999.

    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 51,636 shares
    Change vs previous 13F -8,406 shares

    0.03% of the 13F portfolio, value $2,615,879.

    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 60,042 shares
    Change vs previous 13F +54,302 shares

    0.04% of the 13F portfolio, value $3,038,713.

    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 5,740 shares
    Change vs previous 13F +966 shares

    <0.01% of the 13F portfolio, value $288,999.

    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 4,774 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $242,726.

    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).