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Disclosery

Integrated Wealth Concepts LLC: YLD position timeline

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

Integrated Wealth Concepts LLC held 353,081 YLD 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 353,081 shares
    Change vs previous 13F +3,506 shares

    0.04% of the 13F portfolio, value $6,736,785.

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

  2. period ended2026-03-31
    13F 349,575 shares
    Change vs previous 13F -70,176 shares

    0.05% of the 13F portfolio, value $6,627,942.

    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 419,751 shares
    Change vs previous 13F +24,389 shares

    0.09% of the 13F portfolio, value $7,977,370.

    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 395,362 shares
    Change vs previous 13F +119,112 shares

    0.07% of the 13F portfolio, value $7,689,475.

    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 276,250 shares
    Change vs previous 13F +13,820 shares

    0.05% of the 13F portfolio, value $5,350,963.

    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 262,430 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,999,292.

    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).