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Disclosery

Integrated Wealth Concepts LLC: FEM position timeline

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

Integrated Wealth Concepts LLC held 58,953 FEM 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 58,953 shares
    Change vs previous 13F +34,577 shares

    0.01% of the 13F portfolio, value $1,885,870.

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

  2. period ended2026-03-31
    13F 24,376 shares
    Change vs previous 13F +1,869 shares

    0.01% of the 13F portfolio, value $730,148.

    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 22,507 shares
    Change vs previous 13F -2,520 shares

    0.01% of the 13F portfolio, value $615,571.

    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 25,027 shares
    Change vs previous 13F -835 shares

    0.01% of the 13F portfolio, value $678,250.

    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 25,862 shares
    Change vs previous 13F -3,226 shares

    0.01% of the 13F portfolio, value $635,172.

    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 29,088 shares
    Change vs previous 13F -54,561 shares

    0.01% of the 13F portfolio, value $664,919.

    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 83,649 shares
    Change vs previous 13F +1,354 shares

    0.02% of the 13F portfolio, value $1,842,665.

    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 82,295 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,971,782.

    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).