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Disclosery

Integrated Wealth Concepts LLC: FTGS position timeline

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

Integrated Wealth Concepts LLC held 252,444 FTGS 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 252,444 shares
    Change vs previous 13F -16,444 shares

    0.06% of the 13F portfolio, value $9,340,993.

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

  2. period ended2026-03-31
    13F 268,888 shares
    Change vs previous 13F -111,837 shares

    0.07% of the 13F portfolio, value $9,154,453.

    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 380,725 shares
    Change vs previous 13F -117,291 shares

    0.16% of the 13F portfolio, value $13,458,914.

    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 498,016 shares
    Change vs previous 13F -15,843 shares

    0.16% of the 13F portfolio, value $17,883,763.

    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 513,859 shares
    Change vs previous 13F +16,700 shares

    0.18% of the 13F portfolio, value $17,568,809.

    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 497,159 shares
    Change vs previous 13F +104,556 shares

    0.17% of the 13F portfolio, value $14,790,483.

    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 392,603 shares
    Change vs previous 13F +172,198 shares

    0.14% of the 13F portfolio, value $12,327,741.

    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 220,405 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $6,881,057.

    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).