Skip to content
Disclosery

Integrated Wealth Concepts LLC: FSIG position timeline

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

Integrated Wealth Concepts LLC held 209,657 FSIG 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 209,657 shares
    Change vs previous 13F +14,523 shares

    0.03% of the 13F portfolio, value $3,953,075.

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

  2. period ended2026-03-31
    13F 195,134 shares
    Change vs previous 13F +195,134 shares

    0.03% of the 13F portfolio, value $3,695,838.

    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 0 shares
    Change vs previous 13F -413,863 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 413,863 shares
    Change vs previous 13F -7,058 shares

    0.07% of the 13F portfolio, value $7,950,309.

    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 420,921 shares
    Change vs previous 13F -3,407 shares

    0.08% of the 13F portfolio, value $8,048,018.

    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 424,328 shares
    Change vs previous 13F +2,655 shares

    0.09% of the 13F portfolio, value $8,036,767.

    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 421,673 shares
    Change vs previous 13F -71,778 shares

    0.09% of the 13F portfolio, value $7,956,976.

    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 493,451 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $9,474,258.

    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).