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Integrated Wealth Concepts LLC: FPE position timeline

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

Integrated Wealth Concepts LLC held 296,706 FPE 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 296,706 shares
    Change vs previous 13F -6,594 shares

    0.03% of the 13F portfolio, value $5,305,103.

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

  2. period ended2026-03-31
    13F 303,300 shares
    Change vs previous 13F +140,508 shares

    0.04% of the 13F portfolio, value $5,383,619.

    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 162,792 shares
    Change vs previous 13F -86,436 shares

    0.04% of the 13F portfolio, value $2,966,074.

    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 249,228 shares
    Change vs previous 13F +32,112 shares

    0.04% of the 13F portfolio, value $4,545,923.

    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 217,116 shares
    Change vs previous 13F +12,764 shares

    0.04% of the 13F portfolio, value $3,864,670.

    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 204,352 shares
    Change vs previous 13F +27,699 shares

    0.04% of the 13F portfolio, value $3,594,557.

    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 176,653 shares
    Change vs previous 13F +13,666 shares

    0.04% of the 13F portfolio, value $3,126,788.

    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 162,987 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,950,076.

    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).