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Integrated Wealth Concepts LLC: FNV position timeline

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

Integrated Wealth Concepts LLC held 20,659 FNV 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 20,659 shares
    Change vs previous 13F +242 shares

    0.03% of the 13F portfolio, value $4,306,256.

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

  2. period ended2026-03-31
    13F 20,417 shares
    Change vs previous 13F +332 shares

    0.04% of the 13F portfolio, value $5,044,041.

    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 20,085 shares
    Change vs previous 13F -200 shares

    0.05% of the 13F portfolio, value $4,163,198.

    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 20,285 shares
    Change vs previous 13F -2,186 shares

    0.04% of the 13F portfolio, value $4,521,802.

    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 22,471 shares
    Change vs previous 13F -2,881 shares

    0.04% of the 13F portfolio, value $3,683,488.

    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 25,352 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,994,382.

    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).