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Integrated Wealth Concepts LLC: FBND position timeline

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

Integrated Wealth Concepts LLC held 1,252,617 FBND 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 1,252,617 shares
    Change vs previous 13F +11,740 shares

    0.37% of the 13F portfolio, value $56,981,565.

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

  2. period ended2026-03-31
    13F 1,240,877 shares
    Change vs previous 13F +116,755 shares

    0.45% of the 13F portfolio, value $56,608,809.

    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 1,124,122 shares
    Change vs previous 13F -95,327 shares

    0.61% of the 13F portfolio, value $51,754,593.

    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 1,219,449 shares
    Change vs previous 13F -32,691 shares

    0.5% of the 13F portfolio, value $56,387,326.

    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 1,252,140 shares
    Change vs previous 13F +789,362 shares

    0.57% of the 13F portfolio, value $57,285,583.

    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 462,778 shares
    Change vs previous 13F +103,037 shares

    0.25% of the 13F portfolio, value $21,125,811.

    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 359,741 shares
    Change vs previous 13F +71,922 shares

    0.19% of the 13F portfolio, value $16,141,564.

    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 287,819 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $13,452,669.

    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).