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Disclosery

Integrated Wealth Management: IVW position timeline

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

Integrated Wealth Management held 15,250 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,250 shares
    Change vs previous 13F -2,093 shares

    2.22% of the 13F portfolio, value $2,097,380.

    13F-HR 0002085853-26-000969 filed by Integrated Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 17,343 shares
    Change vs previous 13F -259 shares

    2.25% of the 13F portfolio, value $1,961,646.

    13F-HR 0002085853-26-000463 filed by Integrated Wealth Management
    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 17,602 shares
    Change vs previous 13F not available

    2.44% of the 13F portfolio, value $2,169,659.

    13F-HR 0002085853-26-000292 filed by Integrated Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).