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Integrated Wealth Concepts LLC: YUM position timeline

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

Integrated Wealth Concepts LLC held 11,287 YUM 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 11,287 shares
    Change vs previous 13F +1,141 shares

    0.01% of the 13F portfolio, value $1,804,325.

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

  2. period ended2026-03-31
    13F 10,146 shares
    Change vs previous 13F +7,647 shares

    0.01% of the 13F portfolio, value $1,577,475.

    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 2,499 shares
    Change vs previous 13F -3,187 shares

    <0.01% of the 13F portfolio, value $377,986.

    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 5,686 shares
    Change vs previous 13F -703 shares

    0.01% of the 13F portfolio, value $864,285.

    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 6,389 shares
    Change vs previous 13F -669 shares

    0.01% of the 13F portfolio, value $946,749.

    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 7,058 shares
    Change vs previous 13F +453 shares

    0.01% of the 13F portfolio, value $1,110,605.

    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 6,605 shares
    Change vs previous 13F +71 shares

    0.01% of the 13F portfolio, value $886,077.

    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 6,534 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $912,891.

    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).