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Integrated Wealth Concepts LLC: FRDM position timeline

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

Integrated Wealth Concepts LLC held 343,724 FRDM 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 343,724 shares
    Change vs previous 13F +20,332 shares

    0.16% of the 13F portfolio, value $25,057,511.

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

  2. period ended2026-03-31
    13F 323,392 shares
    Change vs previous 13F +196,280 shares

    0.14% of the 13F portfolio, value $17,673,391.

    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 127,112 shares
    Change vs previous 13F -145,872 shares

    0.08% of the 13F portfolio, value $6,517,055.

    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 272,984 shares
    Change vs previous 13F +22,757 shares

    0.11% of the 13F portfolio, value $12,095,923.

    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 250,227 shares
    Change vs previous 13F +205,684 shares

    0.1% of the 13F portfolio, value $10,109,150.

    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 44,543 shares
    Change vs previous 13F -17,047 shares

    0.02% of the 13F portfolio, value $1,561,352.

    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 61,590 shares
    Change vs previous 13F +1,468 shares

    0.02% of the 13F portfolio, value $2,012,749.

    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 60,122 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,151,183.

    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).