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Integrated Wealth Concepts LLC: FTNT position timeline

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

Integrated Wealth Concepts LLC held 39,843 FTNT 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 39,843 shares
    Change vs previous 13F -2,974 shares

    0.04% of the 13F portfolio, value $6,120,617.

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

  2. period ended2026-03-31
    13F 42,817 shares
    Change vs previous 13F +26,122 shares

    0.03% of the 13F portfolio, value $3,498,967.

    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 16,695 shares
    Change vs previous 13F -2,951 shares

    0.02% of the 13F portfolio, value $1,325,719.

    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 19,646 shares
    Change vs previous 13F -5,144 shares

    0.01% of the 13F portfolio, value $1,651,870.

    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 24,790 shares
    Change vs previous 13F +10,857 shares

    0.03% of the 13F portfolio, value $2,620,828.

    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 13,933 shares
    Change vs previous 13F +194 shares

    0.02% of the 13F portfolio, value $1,341,222.

    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 13,739 shares
    Change vs previous 13F +1,734 shares

    0.02% of the 13F portfolio, value $1,298,060.

    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 12,005 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $930,990.

    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).