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Integrated Wealth Concepts LLC: FNDC position timeline

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

Integrated Wealth Concepts LLC held 7,771 FNDC 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 7,771 shares
    Change vs previous 13F -128 shares

    <0.01% of the 13F portfolio, value $377,346.

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

  2. period ended2026-03-31
    13F 7,899 shares
    Change vs previous 13F +44 shares

    <0.01% of the 13F portfolio, value $366,213.

    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 7,855 shares
    Change vs previous 13F +180 shares

    <0.01% of the 13F portfolio, value $349,947.

    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 7,675 shares
    Change vs previous 13F -2,674 shares

    <0.01% of the 13F portfolio, value $341,622.

    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 10,349 shares
    Change vs previous 13F -15,553 shares

    <0.01% of the 13F portfolio, value $435,169.

    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 25,902 shares
    Change vs previous 13F -53,492 shares

    0.01% of the 13F portfolio, value $937,670.

    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 79,394 shares
    Change vs previous 13F +1,711 shares

    0.03% of the 13F portfolio, value $2,710,528.

    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 77,683 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,963,593.

    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).