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Integrated Wealth Concepts LLC: FNDX position timeline

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

Integrated Wealth Concepts LLC held 92,241 FNDX 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 92,241 shares
    Change vs previous 13F +4,837 shares

    0.02% of the 13F portfolio, value $2,868,690.

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

  2. period ended2026-03-31
    13F 87,404 shares
    Change vs previous 13F +47,703 shares

    0.02% of the 13F portfolio, value $2,434,213.

    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 39,701 shares
    Change vs previous 13F -47,854 shares

    0.01% of the 13F portfolio, value $1,080,278.

    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 87,555 shares
    Change vs previous 13F -4,762 shares

    0.02% of the 13F portfolio, value $2,302,702.

    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 92,317 shares
    Change vs previous 13F +12,731 shares

    0.02% of the 13F portfolio, value $2,265,467.

    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 79,586 shares
    Change vs previous 13F +14,205 shares

    0.02% of the 13F portfolio, value $1,879,014.

    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 65,381 shares
    Change vs previous 13F +42,580 shares

    0.02% of the 13F portfolio, value $1,548,221.

    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 22,801 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,636,201.

    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).