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Integrated Wealth Concepts LLC: FTHY position timeline

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

Integrated Wealth Concepts LLC held 75,908 FTHY 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 75,908 shares
    Change vs previous 13F -2,419 shares

    0.01% of the 13F portfolio, value $1,039,949.

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

  2. period ended2026-03-31
    13F 78,327 shares
    Change vs previous 13F -16,392 shares

    0.01% of the 13F portfolio, value $1,059,769.

    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 94,719 shares
    Change vs previous 13F -10,691 shares

    0.02% of the 13F portfolio, value $1,332,709.

    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 105,410 shares
    Change vs previous 13F -4,536 shares

    0.01% of the 13F portfolio, value $1,527,383.

    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 109,946 shares
    Change vs previous 13F -4,623 shares

    0.02% of the 13F portfolio, value $1,632,701.

    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 114,569 shares
    Change vs previous 13F -15,454 shares

    0.02% of the 13F portfolio, value $1,655,523.

    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 130,023 shares
    Change vs previous 13F -2,808 shares

    0.02% of the 13F portfolio, value $1,882,729.

    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 132,831 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,008,410.

    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).