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Disclosery

Integrated Wealth Concepts LLC: FSK position timeline

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

Integrated Wealth Concepts LLC held 56,374 FSK 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 56,374 shares
    Change vs previous 13F -25,594 shares

    <0.01% of the 13F portfolio, value $591,933.

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

  2. period ended2026-03-31
    13F 81,968 shares
    Change vs previous 13F +16,607 shares

    0.01% of the 13F portfolio, value $834,431.

    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 65,361 shares
    Change vs previous 13F -9,352 shares

    0.01% of the 13F portfolio, value $967,992.

    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 74,713 shares
    Change vs previous 13F -743 shares

    0.01% of the 13F portfolio, value $1,115,467.

    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 75,456 shares
    Change vs previous 13F -8,811 shares

    0.02% of the 13F portfolio, value $1,565,703.

    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 84,267 shares
    Change vs previous 13F -20,480 shares

    0.02% of the 13F portfolio, value $1,765,401.

    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 104,747 shares
    Change vs previous 13F +1,062 shares

    0.03% of the 13F portfolio, value $2,275,093.

    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 103,685 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,045,711.

    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).