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Integrated Wealth Concepts LLC: FNOV position timeline

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

Integrated Wealth Concepts LLC held 47,101 FNOV 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 47,101 shares
    Change vs previous 13F -2,517 shares

    0.02% of the 13F portfolio, value $2,754,938.

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

  2. period ended2026-03-31
    13F 49,618 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $2,649,388.

    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 49,618 shares
    Change vs previous 13F +2,384 shares

    0.03% of the 13F portfolio, value $2,720,555.

    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 47,234 shares
    Change vs previous 13F -403 shares

    0.02% of the 13F portfolio, value $2,498,206.

    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 47,637 shares
    Change vs previous 13F -250 shares

    0.02% of the 13F portfolio, value $2,387,090.

    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 47,887 shares
    Change vs previous 13F +319 shares

    0.03% of the 13F portfolio, value $2,234,915.

    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 47,568 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $2,274,702.

    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 47,568 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,244,101.

    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).