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Integrated Wealth Concepts LLC: FMHI position timeline

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

Integrated Wealth Concepts LLC held 32,915 FMHI 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 32,915 shares
    Change vs previous 13F +2,049 shares

    0.01% of the 13F portfolio, value $1,596,068.

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

  2. period ended2026-03-31
    13F 30,866 shares
    Change vs previous 13F +121 shares

    0.01% of the 13F portfolio, value $1,467,383.

    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 30,745 shares
    Change vs previous 13F -18,434 shares

    0.02% of the 13F portfolio, value $1,473,738.

    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 49,179 shares
    Change vs previous 13F +23,584 shares

    0.02% of the 13F portfolio, value $2,336,481.

    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 25,595 shares
    Change vs previous 13F -185 shares

    0.01% of the 13F portfolio, value $1,195,294.

    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 25,780 shares
    Change vs previous 13F -347 shares

    0.01% of the 13F portfolio, value $1,232,395.

    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 26,127 shares
    Change vs previous 13F +17,064 shares

    0.01% of the 13F portfolio, value $1,261,660.

    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 9,063 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $447,700.

    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).