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Integrated Wealth Concepts LLC: FNDF position timeline

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

Integrated Wealth Concepts LLC held 50,707 FNDF 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 50,707 shares
    Change vs previous 13F +2,157 shares

    0.02% of the 13F portfolio, value $2,675,321.

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

  2. period ended2026-03-31
    13F 48,550 shares
    Change vs previous 13F +37,525 shares

    0.02% of the 13F portfolio, value $2,375,550.

    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 11,025 shares
    Change vs previous 13F -10,499 shares

    0.01% of the 13F portfolio, value $498,421.

    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 21,524 shares
    Change vs previous 13F -7,843 shares

    0.01% of the 13F portfolio, value $924,678.

    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 29,367 shares
    Change vs previous 13F +2,744 shares

    0.01% of the 13F portfolio, value $1,175,249.

    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 26,623 shares
    Change vs previous 13F -47,802 shares

    0.01% of the 13F portfolio, value $962,141.

    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 74,425 shares
    Change vs previous 13F +18,389 shares

    0.03% of the 13F portfolio, value $2,471,663.

    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 56,036 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,094,080.

    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).