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Integrated Wealth Concepts LLC: FDL position timeline

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

Integrated Wealth Concepts LLC held 118,984 FDL 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 118,984 shares
    Change vs previous 13F -10,228 shares

    0.04% of the 13F portfolio, value $5,789,768.

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

  2. period ended2026-03-31
    13F 129,212 shares
    Change vs previous 13F +78,753 shares

    0.05% of the 13F portfolio, value $6,563,955.

    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 50,459 shares
    Change vs previous 13F -15,788 shares

    0.03% of the 13F portfolio, value $2,237,356.

    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 66,247 shares
    Change vs previous 13F +6,459 shares

    0.03% of the 13F portfolio, value $2,875,762.

    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 59,788 shares
    Change vs previous 13F +3,298 shares

    0.03% of the 13F portfolio, value $2,503,306.

    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 56,490 shares
    Change vs previous 13F +2,172 shares

    0.03% of the 13F portfolio, value $2,453,914.

    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 54,318 shares
    Change vs previous 13F +13,605 shares

    0.03% of the 13F portfolio, value $2,186,831.

    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 40,713 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,707,915.

    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).