Skip to content
Disclosery

Integrated Wealth Concepts LLC: FTI position timeline

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

Integrated Wealth Concepts LLC held 76,883 FTI 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 76,883 shares
    Change vs previous 13F +20,406 shares

    0.03% of the 13F portfolio, value $5,097,368.

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

  2. period ended2026-03-31
    13F 56,477 shares
    Change vs previous 13F +29,482 shares

    0.03% of the 13F portfolio, value $3,904,235.

    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 26,995 shares
    Change vs previous 13F -7,133 shares

    0.01% of the 13F portfolio, value $1,202,875.

    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 34,128 shares
    Change vs previous 13F +6,259 shares

    0.01% of the 13F portfolio, value $1,346,359.

    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 27,869 shares
    Change vs previous 13F +19,231 shares

    0.01% of the 13F portfolio, value $959,797.

    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 8,638 shares
    Change vs previous 13F -257 shares

    <0.01% of the 13F portfolio, value $273,745.

    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 8,895 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $257,421.

    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).