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Integrated Wealth Concepts LLC: FNF position timeline

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

Integrated Wealth Concepts LLC held 16,366 FNF 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 16,366 shares
    Change vs previous 13F -371 shares

    0.01% of the 13F portfolio, value $771,820.

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

  2. period ended2026-03-31
    13F 16,737 shares
    Change vs previous 13F +7,302 shares

    0.01% of the 13F portfolio, value $776,275.

    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 9,435 shares
    Change vs previous 13F -6,958 shares

    0.01% of the 13F portfolio, value $515,066.

    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 16,393 shares
    Change vs previous 13F +2,193 shares

    0.01% of the 13F portfolio, value $991,600.

    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 14,200 shares
    Change vs previous 13F +6,371 shares

    0.01% of the 13F portfolio, value $796,072.

    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 7,829 shares
    Change vs previous 13F -317 shares

    0.01% of the 13F portfolio, value $509,500.

    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 8,146 shares
    Change vs previous 13F -4,057 shares

    0.01% of the 13F portfolio, value $457,308.

    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 12,203 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $757,348.

    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).