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Integrated Wealth Concepts LLC: ZROZ position timeline

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

Integrated Wealth Concepts LLC held 14,704 ZROZ 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 14,704 shares
    Change vs previous 13F +270 shares

    0.01% of the 13F portfolio, value $942,540.

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

  2. period ended2026-03-31
    13F 14,434 shares
    Change vs previous 13F +692 shares

    0.01% of the 13F portfolio, value $923,942.

    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 13,742 shares
    Change vs previous 13F +3,774 shares

    0.01% of the 13F portfolio, value $882,929.

    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 9,968 shares
    Change vs previous 13F +2,537 shares

    0.01% of the 13F portfolio, value $677,439.

    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 7,431 shares
    Change vs previous 13F +255 shares

    <0.01% of the 13F portfolio, value $498,378.

    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 7,176 shares
    Change vs previous 13F -4 shares

    0.01% of the 13F portfolio, value $514,037.

    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 7,180 shares
    Change vs previous 13F -1,882 shares

    0.01% of the 13F portfolio, value $492,709.

    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 9,062 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $746,894.

    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).