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Integrated Wealth Concepts LLC: FBT position timeline

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

Integrated Wealth Concepts LLC held 28,991 FBT 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 28,991 shares
    Change vs previous 13F -195 shares

    0.05% of the 13F portfolio, value $7,186,523.

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

  2. period ended2026-03-31
    13F 29,186 shares
    Change vs previous 13F +28,017 shares

    0.05% of the 13F portfolio, value $5,861,086.

    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 1,169 shares
    Change vs previous 13F -27,787 shares

    <0.01% of the 13F portfolio, value $241,340.

    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 28,956 shares
    Change vs previous 13F -1,056 shares

    0.05% of the 13F portfolio, value $5,191,481.

    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 30,012 shares
    Change vs previous 13F -1,279 shares

    0.05% of the 13F portfolio, value $4,841,800.

    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 31,291 shares
    Change vs previous 13F +587 shares

    0.06% of the 13F portfolio, value $5,323,030.

    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 30,704 shares
    Change vs previous 13F +114 shares

    0.06% of the 13F portfolio, value $5,103,330.

    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 30,590 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,259,345.

    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).