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Integrated Wealth Concepts LLC: FELG position timeline

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

Integrated Wealth Concepts LLC held 170,962 FELG 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 170,962 shares
    Change vs previous 13F -2,870 shares

    0.05% of the 13F portfolio, value $7,479,579.

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

  2. period ended2026-03-31
    13F 173,832 shares
    Change vs previous 13F +13,753 shares

    0.05% of the 13F portfolio, value $6,516,966.

    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 160,079 shares
    Change vs previous 13F +5,571 shares

    0.08% of the 13F portfolio, value $6,675,297.

    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 154,508 shares
    Change vs previous 13F +1,276 shares

    0.06% of the 13F portfolio, value $6,353,380.

    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 153,232 shares
    Change vs previous 13F +6,631 shares

    0.06% of the 13F portfolio, value $5,674,197.

    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 146,601 shares
    Change vs previous 13F +6,748 shares

    0.05% of the 13F portfolio, value $4,617,933.

    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 139,853 shares
    Change vs previous 13F +24,352 shares

    0.06% of the 13F portfolio, value $4,945,205.

    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 115,501 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,832,322.

    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).