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Disclosery

Integrated Wealth Concepts LLC: FTC position timeline

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

Integrated Wealth Concepts LLC held 21,020 FTC 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 21,020 shares
    Change vs previous 13F +12,706 shares

    0.03% of the 13F portfolio, value $4,073,060.

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

  2. period ended2026-03-31
    13F 8,314 shares
    Change vs previous 13F -798 shares

    0.01% of the 13F portfolio, value $1,281,599.

    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 9,112 shares
    Change vs previous 13F -257 shares

    0.02% of the 13F portfolio, value $1,456,861.

    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 9,369 shares
    Change vs previous 13F -1,002 shares

    0.01% of the 13F portfolio, value $1,505,199.

    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 10,371 shares
    Change vs previous 13F -146 shares

    0.02% of the 13F portfolio, value $1,565,654.

    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 10,517 shares
    Change vs previous 13F +169 shares

    0.02% of the 13F portfolio, value $1,381,905.

    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 10,348 shares
    Change vs previous 13F -543 shares

    0.02% of the 13F portfolio, value $1,430,664.

    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 10,891 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,431,456.

    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).