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Integrated Wealth Concepts LLC: FDLO position timeline

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

Integrated Wealth Concepts LLC held 8,202 FDLO 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 8,202 shares
    Change vs previous 13F +15 shares

    <0.01% of the 13F portfolio, value $560,456.

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

  2. period ended2026-03-31
    13F 8,187 shares
    Change vs previous 13F +15 shares

    <0.01% of the 13F portfolio, value $528,825.

    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 8,172 shares
    Change vs previous 13F +10 shares

    0.01% of the 13F portfolio, value $545,471.

    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 8,162 shares
    Change vs previous 13F +9 shares

    <0.01% of the 13F portfolio, value $537,661.

    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 8,153 shares
    Change vs previous 13F +78 shares

    0.01% of the 13F portfolio, value $512,007.

    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 8,075 shares
    Change vs previous 13F +14 shares

    0.01% of the 13F portfolio, value $489,528.

    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 8,061 shares
    Change vs previous 13F +13 shares

    0.01% of the 13F portfolio, value $488,415.

    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 8,048 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $493,750.

    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).