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Integrated Wealth Concepts LLC: FTLS position timeline

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

Integrated Wealth Concepts LLC held 43,603 FTLS 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 43,603 shares
    Change vs previous 13F +145 shares

    0.02% of the 13F portfolio, value $3,217,875.

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

  2. period ended2026-03-31
    13F 43,458 shares
    Change vs previous 13F +3,695 shares

    0.02% of the 13F portfolio, value $3,057,700.

    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 39,763 shares
    Change vs previous 13F -20,859 shares

    0.03% of the 13F portfolio, value $2,822,780.

    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 60,622 shares
    Change vs previous 13F -5,855 shares

    0.04% of the 13F portfolio, value $4,240,493.

    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 66,477 shares
    Change vs previous 13F -5,891 shares

    0.04% of the 13F portfolio, value $4,406,121.

    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 72,368 shares
    Change vs previous 13F +43,590 shares

    0.05% of the 13F portfolio, value $4,637,317.

    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 28,778 shares
    Change vs previous 13F +24,229 shares

    0.02% of the 13F portfolio, value $1,893,861.

    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 4,549 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $288,752.

    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).