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Integrated Wealth Concepts LLC: FGD position timeline

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

Integrated Wealth Concepts LLC held 91,780 FGD 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 91,780 shares
    Change vs previous 13F +4,372 shares

    0.02% of the 13F portfolio, value $2,936,057.

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

  2. period ended2026-03-31
    13F 87,408 shares
    Change vs previous 13F +5,873 shares

    0.02% of the 13F portfolio, value $2,790,931.

    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 81,535 shares
    Change vs previous 13F +5,349 shares

    0.03% of the 13F portfolio, value $2,468,070.

    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 76,186 shares
    Change vs previous 13F +6,716 shares

    0.02% of the 13F portfolio, value $2,190,349.

    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 69,470 shares
    Change vs previous 13F +6,857 shares

    0.02% of the 13F portfolio, value $1,913,191.

    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 62,613 shares
    Change vs previous 13F -1,269 shares

    0.02% of the 13F portfolio, value $1,515,225.

    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 63,882 shares
    Change vs previous 13F +6,370 shares

    0.02% of the 13F portfolio, value $1,420,727.

    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 57,512 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,400,477.

    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).