Skip to content
Disclosery

Integrated Wealth Concepts LLC: FFEB position timeline

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

Integrated Wealth Concepts LLC held 16,036 FFEB 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 16,036 shares
    Change vs previous 13F -1,568 shares

    0.01% of the 13F portfolio, value $977,875.

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

  2. period ended2026-03-31
    13F 17,604 shares
    Change vs previous 13F +2,324 shares

    0.01% of the 13F portfolio, value $983,186.

    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 15,280 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $865,154.

    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 15,280 shares
    Change vs previous 13F -980 shares

    0.01% of the 13F portfolio, value $842,616.

    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 16,260 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $852,199.

    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 16,260 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $793,325.

    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 16,260 shares
    Change vs previous 13F -24 shares

    0.01% of the 13F portfolio, value $809,260.

    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 16,284 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $790,751.

    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).