Skip to content
Disclosery

Integrated Wealth Concepts LLC: FHLC position timeline

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

Integrated Wealth Concepts LLC held 34,692 FHLC 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 34,692 shares
    Change vs previous 13F +188 shares

    0.02% of the 13F portfolio, value $2,679,973.

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

  2. period ended2026-03-31
    13F 34,504 shares
    Change vs previous 13F +1,754 shares

    0.02% of the 13F portfolio, value $2,427,712.

    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 32,750 shares
    Change vs previous 13F -888 shares

    0.03% of the 13F portfolio, value $2,432,692.

    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 33,638 shares
    Change vs previous 13F +3,064 shares

    0.02% of the 13F portfolio, value $2,249,380.

    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 30,574 shares
    Change vs previous 13F +3,822 shares

    0.02% of the 13F portfolio, value $1,955,188.

    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 26,752 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,827,705.

    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).