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Disclosery

Integrated Wealth Concepts LLC: FTSD position timeline

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

Integrated Wealth Concepts LLC held 63,331 FTSD 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 63,331 shares
    Change vs previous 13F -626 shares

    0.04% of the 13F portfolio, value $5,732,112.

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

  2. period ended2026-03-31
    13F 63,957 shares
    Change vs previous 13F +61,642 shares

    0.05% of the 13F portfolio, value $5,805,668.

    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 2,315 shares
    Change vs previous 13F -100,189 shares

    <0.01% of the 13F portfolio, value $210,722.

    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 102,504 shares
    Change vs previous 13F +66,373 shares

    0.08% of the 13F portfolio, value $9,334,005.

    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 36,131 shares
    Change vs previous 13F -28,439 shares

    0.03% of the 13F portfolio, value $3,283,616.

    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 64,570 shares
    Change vs previous 13F +28,213 shares

    0.07% of the 13F portfolio, value $5,861,035.

    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 36,357 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,281,597.

    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).