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Disclosery

Integrated Wealth Concepts LLC: FDS position timeline

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

Integrated Wealth Concepts LLC held 5,989 FDS 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 5,989 shares
    Change vs previous 13F +3,348 shares

    0.01% of the 13F portfolio, value $1,377,890.

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

  2. period ended2026-03-31
    13F 2,641 shares
    Change vs previous 13F -394 shares

    <0.01% of the 13F portfolio, value $573,078.

    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 3,035 shares
    Change vs previous 13F +1,300 shares

    0.01% of the 13F portfolio, value $880,703.

    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 1,735 shares
    Change vs previous 13F -232 shares

    <0.01% of the 13F portfolio, value $497,014.

    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 1,967 shares
    Change vs previous 13F +18 shares

    0.01% of the 13F portfolio, value $879,815.

    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 1,949 shares
    Change vs previous 13F -44 shares

    0.01% of the 13F portfolio, value $885,968.

    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 1,993 shares
    Change vs previous 13F -2 shares

    0.01% of the 13F portfolio, value $957,070.

    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 1,995 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $917,254.

    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).