Skip to content
Disclosery

Integrated Wealth Concepts LLC: FLEX position timeline

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

Integrated Wealth Concepts LLC held 11,977 FLEX 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 11,977 shares
    Change vs previous 13F -2,856 shares

    0.01% of the 13F portfolio, value $1,941,121.

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

  2. period ended2026-03-31
    13F 14,833 shares
    Change vs previous 13F +8,171 shares

    0.01% of the 13F portfolio, value $970,987.

    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 6,662 shares
    Change vs previous 13F -1,570 shares

    <0.01% of the 13F portfolio, value $402,492.

    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 8,232 shares
    Change vs previous 13F -2,269 shares

    <0.01% of the 13F portfolio, value $477,177.

    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 10,501 shares
    Change vs previous 13F -2,378 shares

    0.01% of the 13F portfolio, value $524,186.

    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 12,879 shares
    Change vs previous 13F -666 shares

    <0.01% of the 13F portfolio, value $425,890.

    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 13,545 shares
    Change vs previous 13F -1,457 shares

    0.01% of the 13F portfolio, value $520,122.

    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 15,002 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $501,500.

    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).