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Disclosery

Integrated Wealth Concepts LLC: FTCS position timeline

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

Integrated Wealth Concepts LLC held 117,987 FTCS 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 117,987 shares
    Change vs previous 13F +44,848 shares

    0.07% of the 13F portfolio, value $11,081,312.

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

  2. period ended2026-03-31
    13F 73,139 shares
    Change vs previous 13F +9,136 shares

    0.05% of the 13F portfolio, value $6,784,338.

    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 64,003 shares
    Change vs previous 13F -4,817 shares

    0.07% of the 13F portfolio, value $5,921,016.

    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 68,820 shares
    Change vs previous 13F -22,672 shares

    0.06% of the 13F portfolio, value $6,444,272.

    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 91,492 shares
    Change vs previous 13F -13,002 shares

    0.08% of the 13F portfolio, value $8,315,708.

    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 104,494 shares
    Change vs previous 13F -6,738 shares

    0.11% of the 13F portfolio, value $9,366,830.

    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 111,232 shares
    Change vs previous 13F -2,484 shares

    0.11% of the 13F portfolio, value $9,768,366.

    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 113,716 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $10,325,402.

    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).