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Integrated Wealth Concepts LLC: FALN position timeline

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

Integrated Wealth Concepts LLC held 38,297 FALN 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 38,297 shares
    Change vs previous 13F -9,021 shares

    0.01% of the 13F portfolio, value $1,043,202.

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

  2. period ended2026-03-31
    13F 47,318 shares
    Change vs previous 13F -48,602 shares

    0.01% of the 13F portfolio, value $1,264,328.

    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 95,920 shares
    Change vs previous 13F +31,080 shares

    0.03% of the 13F portfolio, value $2,618,635.

    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 64,840 shares
    Change vs previous 13F +4,356 shares

    0.02% of the 13F portfolio, value $1,801,255.

    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 60,484 shares
    Change vs previous 13F +1,334 shares

    0.02% of the 13F portfolio, value $1,641,549.

    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 59,150 shares
    Change vs previous 13F +36,637 shares

    0.02% of the 13F portfolio, value $1,584,653.

    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 22,513 shares
    Change vs previous 13F -3,068 shares

    0.01% of the 13F portfolio, value $601,323.

    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 25,581 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $699,376.

    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).