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Integrated Wealth Concepts LLC: FDN position timeline

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

Integrated Wealth Concepts LLC held 12,007 FDN 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 12,007 shares
    Change vs previous 13F +3,694 shares

    0.02% of the 13F portfolio, value $3,178,390.

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

  2. period ended2026-03-31
    13F 8,313 shares
    Change vs previous 13F +336 shares

    0.02% of the 13F portfolio, value $1,945,406.

    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 7,977 shares
    Change vs previous 13F -5,538 shares

    0.03% of the 13F portfolio, value $2,147,148.

    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 13,515 shares
    Change vs previous 13F -97 shares

    0.03% of the 13F portfolio, value $3,781,923.

    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 13,612 shares
    Change vs previous 13F -758 shares

    0.04% of the 13F portfolio, value $3,666,037.

    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 14,370 shares
    Change vs previous 13F +936 shares

    0.04% of the 13F portfolio, value $3,192,291.

    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 13,434 shares
    Change vs previous 13F +5,963 shares

    0.04% of the 13F portfolio, value $3,266,730.

    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 7,471 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,582,573.

    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).