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Integrated Wealth Concepts LLC: FDD position timeline

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

Integrated Wealth Concepts LLC held 59,734 FDD 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 59,734 shares
    Change vs previous 13F +4,016 shares

    0.01% of the 13F portfolio, value $1,108,069.

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

  2. period ended2026-03-31
    13F 55,718 shares
    Change vs previous 13F -30,468 shares

    0.01% of the 13F portfolio, value $992,332.

    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 86,186 shares
    Change vs previous 13F +10 shares

    0.02% of the 13F portfolio, value $1,508,251.

    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 86,176 shares
    Change vs previous 13F -8,620 shares

    0.01% of the 13F portfolio, value $1,391,743.

    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 94,796 shares
    Change vs previous 13F +3,974 shares

    0.01% of the 13F portfolio, value $1,473,134.

    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 90,822 shares
    Change vs previous 13F -731 shares

    0.01% of the 13F portfolio, value $1,232,450.

    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 91,553 shares
    Change vs previous 13F +962 shares

    0.01% of the 13F portfolio, value $1,030,580.

    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 90,591 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,128,767.

    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).