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Integrated Wealth Concepts LLC: FANG position timeline

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

Integrated Wealth Concepts LLC held 73,143 FANG 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 73,143 shares
    Change vs previous 13F -1,469 shares

    0.08% of the 13F portfolio, value $12,857,129.

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

  2. period ended2026-03-31
    13F 74,612 shares
    Change vs previous 13F +17,815 shares

    0.12% of the 13F portfolio, value $14,757,412.

    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 56,797 shares
    Change vs previous 13F -14,544 shares

    0.1% of the 13F portfolio, value $8,538,295.

    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 71,341 shares
    Change vs previous 13F +9,532 shares

    0.09% of the 13F portfolio, value $10,208,968.

    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 61,809 shares
    Change vs previous 13F +23,285 shares

    0.09% of the 13F portfolio, value $8,492,517.

    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 38,524 shares
    Change vs previous 13F +7,381 shares

    0.07% of the 13F portfolio, value $6,159,203.

    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 31,143 shares
    Change vs previous 13F +3,101 shares

    0.06% of the 13F portfolio, value $5,102,123.

    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 28,042 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,834,358.

    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).