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Integrated Wealth Concepts LLC: FFA position timeline

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

Integrated Wealth Concepts LLC held 70,723 FFA 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 70,723 shares
    Change vs previous 13F -2,706 shares

    0.01% of the 13F portfolio, value $1,581,373.

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

  2. period ended2026-03-31
    13F 73,429 shares
    Change vs previous 13F +3,288 shares

    0.01% of the 13F portfolio, value $1,497,959.

    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 70,141 shares
    Change vs previous 13F -8,175 shares

    0.02% of the 13F portfolio, value $1,544,505.

    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 78,316 shares
    Change vs previous 13F -569 shares

    0.02% of the 13F portfolio, value $1,685,353.

    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 78,885 shares
    Change vs previous 13F -67,702 shares

    0.02% of the 13F portfolio, value $1,615,566.

    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 146,587 shares
    Change vs previous 13F +74,754 shares

    0.03% of the 13F portfolio, value $2,832,062.

    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 71,833 shares
    Change vs previous 13F -1,474 shares

    0.02% of the 13F portfolio, value $1,487,662.

    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 73,307 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,491,064.

    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).