Skip to content
Disclosery

Integrated Wealth Concepts LLC: FDV position timeline

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

Integrated Wealth Concepts LLC held 304,946 FDV 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 304,946 shares
    Change vs previous 13F +14,619 shares

    0.06% of the 13F portfolio, value $9,572,272.

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

  2. period ended2026-03-31
    13F 290,327 shares
    Change vs previous 13F +207,792 shares

    0.07% of the 13F portfolio, value $8,942,080.

    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 82,535 shares
    Change vs previous 13F -104,156 shares

    0.03% of the 13F portfolio, value $2,361,320.

    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 186,691 shares
    Change vs previous 13F +19,063 shares

    0.05% of the 13F portfolio, value $5,343,103.

    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 167,628 shares
    Change vs previous 13F -7,884 shares

    0.05% of the 13F portfolio, value $4,603,070.

    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 175,512 shares
    Change vs previous 13F +37,697 shares

    0.06% of the 13F portfolio, value $4,942,420.

    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 137,815 shares
    Change vs previous 13F +1,071 shares

    0.04% of the 13F portfolio, value $3,665,879.

    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 136,744 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,816,468.

    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).