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Integrated Wealth Concepts LLC: FBTC position timeline

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

Integrated Wealth Concepts LLC held 26,818 FBTC 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 26,818 shares
    Change vs previous 13F -1,991 shares

    0.01% of the 13F portfolio, value $1,369,057.

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

  2. period ended2026-03-31
    13F 28,809 shares
    Change vs previous 13F -2,517 shares

    0.01% of the 13F portfolio, value $1,700,572.

    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 31,326 shares
    Change vs previous 13F +321 shares

    0.03% of the 13F portfolio, value $2,387,998.

    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 31,005 shares
    Change vs previous 13F +1,997 shares

    0.03% of the 13F portfolio, value $3,094,611.

    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 29,008 shares
    Change vs previous 13F -2,069 shares

    0.03% of the 13F portfolio, value $2,726,490.

    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 31,077 shares
    Change vs previous 13F +6,748 shares

    0.03% of the 13F portfolio, value $2,236,630.

    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 24,329 shares
    Change vs previous 13F +19,192 shares

    0.02% of the 13F portfolio, value $1,984,760.

    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 5,137 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $285,258.

    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).