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Integrated Wealth Concepts LLC: FTSL position timeline

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

Integrated Wealth Concepts LLC held 6,388 FTSL 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 6,388 shares
    Change vs previous 13F +268 shares

    <0.01% of the 13F portfolio, value $285,868.

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

  2. period ended2026-03-31
    13F 6,120 shares
    Change vs previous 13F -3,752 shares

    <0.01% of the 13F portfolio, value $274,185.

    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 9,872 shares
    Change vs previous 13F -218,587 shares

    0.01% of the 13F portfolio, value $452,938.

    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 228,459 shares
    Change vs previous 13F +9,220 shares

    0.09% of the 13F portfolio, value $10,472,568.

    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 219,239 shares
    Change vs previous 13F +103 shares

    0.1% of the 13F portfolio, value $10,060,895.

    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 219,136 shares
    Change vs previous 13F +14,070 shares

    0.12% of the 13F portfolio, value $10,003,572.

    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 205,066 shares
    Change vs previous 13F +190,434 shares

    0.11% of the 13F portfolio, value $9,482,259.

    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 14,632 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $671,481.

    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).