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Disclosery

Integrated Wealth Concepts LLC: FLOT position timeline

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

Integrated Wealth Concepts LLC held 60,717 FLOT 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 60,717 shares
    Change vs previous 13F +4,515 shares

    0.02% of the 13F portfolio, value $3,099,633.

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

  2. period ended2026-03-31
    13F 56,202 shares
    Change vs previous 13F +4,638 shares

    0.02% of the 13F portfolio, value $2,863,465.

    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 51,564 shares
    Change vs previous 13F -5,977 shares

    0.03% of the 13F portfolio, value $2,622,541.

    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 57,541 shares
    Change vs previous 13F -181,553 shares

    0.03% of the 13F portfolio, value $2,939,473.

    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 239,094 shares
    Change vs previous 13F -42,020 shares

    0.12% of the 13F portfolio, value $12,198,579.

    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 281,114 shares
    Change vs previous 13F +79,389 shares

    0.17% of the 13F portfolio, value $14,350,887.

    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 201,725 shares
    Change vs previous 13F -27,483 shares

    0.12% of the 13F portfolio, value $10,263,749.

    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 229,208 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $11,698,772.

    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).