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Disclosery

Integrated Wealth Concepts LLC: FIW position timeline

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

Integrated Wealth Concepts LLC held 24,328 FIW 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 24,328 shares
    Change vs previous 13F -13,156 shares

    0.02% of the 13F portfolio, value $2,664,368.

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

  2. period ended2026-03-31
    13F 37,484 shares
    Change vs previous 13F +9,716 shares

    0.03% of the 13F portfolio, value $3,865,690.

    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 27,768 shares
    Change vs previous 13F -10,623 shares

    0.04% of the 13F portfolio, value $3,016,724.

    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 38,391 shares
    Change vs previous 13F +473 shares

    0.04% of the 13F portfolio, value $4,313,204.

    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 37,918 shares
    Change vs previous 13F -562 shares

    0.04% of the 13F portfolio, value $4,094,375.

    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 38,480 shares
    Change vs previous 13F +8,739 shares

    0.05% of the 13F portfolio, value $3,875,356.

    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 29,741 shares
    Change vs previous 13F +234 shares

    0.04% of the 13F portfolio, value $3,035,051.

    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 29,507 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,226,017.

    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).