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Disclosery

Integrated Wealth Concepts LLC: FT position timeline

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

Integrated Wealth Concepts LLC held 107,915 FT 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 107,915 shares
    Change vs previous 13F -190 shares

    0.01% of the 13F portfolio, value $870,335.

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

  2. period ended2026-03-31
    13F 108,105 shares
    Change vs previous 13F -16,522 shares

    0.01% of the 13F portfolio, value $865,921.

    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 124,627 shares
    Change vs previous 13F -230 shares

    0.01% of the 13F portfolio, value $997,016.

    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 124,857 shares
    Change vs previous 13F -1,765 shares

    0.01% of the 13F portfolio, value $1,003,850.

    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 126,622 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $964,860.

    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 126,622 shares
    Change vs previous 13F -100 shares

    0.01% of the 13F portfolio, value $953,464.

    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 126,722 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $926,338.

    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 126,722 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $958,018.

    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).