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Integrated Wealth Concepts LLC: FIXD position timeline

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

Integrated Wealth Concepts LLC held 201,339 FIXD 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 201,339 shares
    Change vs previous 13F +12,011 shares

    0.06% of the 13F portfolio, value $8,780,398.

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

  2. period ended2026-03-31
    13F 189,328 shares
    Change vs previous 13F +147,423 shares

    0.07% of the 13F portfolio, value $8,252,809.

    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 41,905 shares
    Change vs previous 13F -8,525 shares

    0.02% of the 13F portfolio, value $1,857,234.

    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 50,430 shares
    Change vs previous 13F +7,173 shares

    0.02% of the 13F portfolio, value $2,240,096.

    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 43,257 shares
    Change vs previous 13F -63,996 shares

    0.02% of the 13F portfolio, value $1,898,557.

    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 107,253 shares
    Change vs previous 13F -4,302 shares

    0.05% of the 13F portfolio, value $4,701,979.

    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 111,555 shares
    Change vs previous 13F -2,247 shares

    0.06% of the 13F portfolio, value $4,793,503.

    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 113,802 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,148,397.

    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).