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Integrated Wealth Concepts LLC: FTQI position timeline

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

Integrated Wealth Concepts LLC held 683,933 FTQI 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 683,933 shares
    Change vs previous 13F +33,575 shares

    0.1% of the 13F portfolio, value $15,108,073.

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

  2. period ended2026-03-31
    13F 650,358 shares
    Change vs previous 13F +476,864 shares

    0.1% of the 13F portfolio, value $12,955,137.

    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 173,494 shares
    Change vs previous 13F -506,421 shares

    0.04% of the 13F portfolio, value $3,612,137.

    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 679,915 shares
    Change vs previous 13F +40,745 shares

    0.13% of the 13F portfolio, value $14,006,249.

    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 639,170 shares
    Change vs previous 13F +21,914 shares

    0.13% of the 13F portfolio, value $12,502,163.

    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 617,256 shares
    Change vs previous 13F -46,846 shares

    0.14% of the 13F portfolio, value $11,635,280.

    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 664,102 shares
    Change vs previous 13F +16,817 shares

    0.16% of the 13F portfolio, value $13,826,610.

    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 647,285 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $13,256,398.

    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).