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Integrated Wealth Concepts LLC: FDVV position timeline

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

Integrated Wealth Concepts LLC held 252,064 FDVV 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 252,064 shares
    Change vs previous 13F -46,818 shares

    0.1% of the 13F portfolio, value $15,196,938.

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

  2. period ended2026-03-31
    13F 298,882 shares
    Change vs previous 13F +17,277 shares

    0.13% of the 13F portfolio, value $16,510,262.

    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 281,605 shares
    Change vs previous 13F -92,057 shares

    0.19% of the 13F portfolio, value $15,964,204.

    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 373,662 shares
    Change vs previous 13F -19,491 shares

    0.19% of the 13F portfolio, value $20,816,723.

    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 393,153 shares
    Change vs previous 13F +9,344 shares

    0.21% of the 13F portfolio, value $20,451,810.

    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 383,809 shares
    Change vs previous 13F +26,629 shares

    0.22% of the 13F portfolio, value $19,036,933.

    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 357,180 shares
    Change vs previous 13F +31,559 shares

    0.21% of the 13F portfolio, value $17,837,557.

    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 325,621 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $16,492,687.

    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).