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Integrated Wealth Concepts LLC: DFCF position timeline

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

Integrated Wealth Concepts LLC held 297,099 DFCF 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 297,099 shares
    Change vs previous 13F -15,561 shares

    0.08% of the 13F portfolio, value $12,540,557.

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

  2. period ended2026-03-31
    13F 312,660 shares
    Change vs previous 13F +7,859 shares

    0.11% of the 13F portfolio, value $13,200,500.

    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 304,801 shares
    Change vs previous 13F +25,191 shares

    0.15% of the 13F portfolio, value $12,972,317.

    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 279,610 shares
    Change vs previous 13F -210,768 shares

    0.11% of the 13F portfolio, value $11,956,106.

    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 490,378 shares
    Change vs previous 13F -9,180 shares

    0.21% of the 13F portfolio, value $20,723,387.

    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 499,558 shares
    Change vs previous 13F +7,391 shares

    0.25% of the 13F portfolio, value $21,011,428.

    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 492,167 shares
    Change vs previous 13F +93,502 shares

    0.24% of the 13F portfolio, value $20,311,711.

    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 398,665 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $17,218,350.

    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).