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Integrated Wealth Concepts LLC: FTA position timeline

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

Integrated Wealth Concepts LLC held 196,711 FTA 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 196,711 shares
    Change vs previous 13F -1,767 shares

    0.12% of the 13F portfolio, value $19,041,286.

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

  2. period ended2026-03-31
    13F 198,478 shares
    Change vs previous 13F +188,219 shares

    0.15% of the 13F portfolio, value $18,329,421.

    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 10,259 shares
    Change vs previous 13F -189,396 shares

    0.01% of the 13F portfolio, value $883,805.

    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 199,655 shares
    Change vs previous 13F -2,293 shares

    0.15% of the 13F portfolio, value $16,636,485.

    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 201,948 shares
    Change vs previous 13F +628 shares

    0.16% of the 13F portfolio, value $15,879,150.

    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 201,320 shares
    Change vs previous 13F +1,031 shares

    0.18% of the 13F portfolio, value $15,445,308.

    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 200,289 shares
    Change vs previous 13F +2,909 shares

    0.18% of the 13F portfolio, value $15,314,132.

    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 197,380 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $15,618,660.

    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).