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Integrated Wealth Concepts LLC: ZS position timeline

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

Integrated Wealth Concepts LLC held 3,309 ZS 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 3,309 shares
    Change vs previous 13F -352 shares

    <0.01% of the 13F portfolio, value $467,003.

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

  2. period ended2026-03-31
    13F 3,661 shares
    Change vs previous 13F +362 shares

    <0.01% of the 13F portfolio, value $513,543.

    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 3,299 shares
    Change vs previous 13F -697 shares

    0.01% of the 13F portfolio, value $741,904.

    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 3,996 shares
    Change vs previous 13F +170 shares

    0.01% of the 13F portfolio, value $1,197,311.

    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 3,826 shares
    Change vs previous 13F +2,387 shares

    0.01% of the 13F portfolio, value $1,200,980.

    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 1,439 shares
    Change vs previous 13F +239 shares

    <0.01% of the 13F portfolio, value $285,428.

    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 1,200 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $216,492.

    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).