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Integrated Wealth Concepts LLC: FMB position timeline

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

Integrated Wealth Concepts LLC held 46,527 FMB 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 46,527 shares
    Change vs previous 13F +25,824 shares

    0.02% of the 13F portfolio, value $2,389,982.

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

  2. period ended2026-03-31
    13F 20,703 shares
    Change vs previous 13F +5,243 shares

    0.01% of the 13F portfolio, value $1,048,835.

    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 15,460 shares
    Change vs previous 13F -3,366 shares

    0.01% of the 13F portfolio, value $790,557.

    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 18,826 shares
    Change vs previous 13F +858 shares

    0.01% of the 13F portfolio, value $954,517.

    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 17,968 shares
    Change vs previous 13F -2,390 shares

    0.01% of the 13F portfolio, value $895,184.

    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 20,358 shares
    Change vs previous 13F -22,380 shares

    0.01% of the 13F portfolio, value $1,026,508.

    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 42,738 shares
    Change vs previous 13F +7,466 shares

    0.03% of the 13F portfolio, value $2,180,070.

    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 35,272 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,832,712.

    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).