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Integrated Wealth Concepts LLC: FSCO position timeline

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

Integrated Wealth Concepts LLC held 76,274 FSCO 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 76,274 shares
    Change vs previous 13F -1,142 shares

    <0.01% of the 13F portfolio, value $380,606.

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

  2. period ended2026-03-31
    13F 77,416 shares
    Change vs previous 13F -4,424 shares

    <0.01% of the 13F portfolio, value $394,821.

    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 81,840 shares
    Change vs previous 13F -49,756 shares

    0.01% of the 13F portfolio, value $515,593.

    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 131,596 shares
    Change vs previous 13F +319 shares

    0.01% of the 13F portfolio, value $909,326.

    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 131,277 shares
    Change vs previous 13F +60,308 shares

    0.01% of the 13F portfolio, value $953,072.

    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 70,969 shares
    Change vs previous 13F -12,956 shares

    0.01% of the 13F portfolio, value $500,333.

    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 83,925 shares
    Change vs previous 13F +29,454 shares

    0.01% of the 13F portfolio, value $572,369.

    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 54,471 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $345,893.

    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).