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Integrated Wealth Concepts LLC: FEX position timeline

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

Integrated Wealth Concepts LLC held 11,514 FEX 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 11,514 shares
    Change vs previous 13F +1,126 shares

    0.01% of the 13F portfolio, value $1,610,541.

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

  2. period ended2026-03-31
    13F 10,388 shares
    Change vs previous 13F +2,763 shares

    0.01% of the 13F portfolio, value $1,266,554.

    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 7,625 shares
    Change vs previous 13F -2,774 shares

    0.01% of the 13F portfolio, value $904,479.

    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 10,399 shares
    Change vs previous 13F -854 shares

    0.01% of the 13F portfolio, value $1,214,773.

    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 11,253 shares
    Change vs previous 13F +115 shares

    0.01% of the 13F portfolio, value $1,237,356.

    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 11,138 shares
    Change vs previous 13F -238 shares

    0.01% of the 13F portfolio, value $1,141,155.

    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 11,376 shares
    Change vs previous 13F +685 shares

    0.01% of the 13F portfolio, value $1,186,414.

    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 10,691 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,113,621.

    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).