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Integrated Wealth Concepts LLC: FEMS position timeline

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

Integrated Wealth Concepts LLC held 10,242 FEMS 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 10,242 shares
    Change vs previous 13F -18,152 shares

    <0.01% of the 13F portfolio, value $467,666.

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

  2. period ended2026-03-31
    13F 28,394 shares
    Change vs previous 13F +13,474 shares

    0.01% of the 13F portfolio, value $1,293,420.

    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 14,920 shares
    Change vs previous 13F -104,527 shares

    0.01% of the 13F portfolio, value $628,060.

    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 119,447 shares
    Change vs previous 13F +492 shares

    0.05% of the 13F portfolio, value $5,277,128.

    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 118,955 shares
    Change vs previous 13F +5,004 shares

    0.05% of the 13F portfolio, value $4,830,746.

    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 113,951 shares
    Change vs previous 13F +23,261 shares

    0.05% of the 13F portfolio, value $4,235,554.

    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 90,690 shares
    Change vs previous 13F -38,156 shares

    0.04% of the 13F portfolio, value $3,421,400.

    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 128,846 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,292,982.

    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).