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Integrated Wealth Concepts LLC: FTSM position timeline

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

Integrated Wealth Concepts LLC held 26,183 FTSM 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 26,183 shares
    Change vs previous 13F -5,642 shares

    0.01% of the 13F portfolio, value $1,563,915.

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

  2. period ended2026-03-31
    13F 31,825 shares
    Change vs previous 13F +18,385 shares

    0.02% of the 13F portfolio, value $1,902,498.

    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 13,440 shares
    Change vs previous 13F -24,662 shares

    0.01% of the 13F portfolio, value $805,433.

    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 38,102 shares
    Change vs previous 13F -12,178 shares

    0.02% of the 13F portfolio, value $2,282,718.

    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 50,280 shares
    Change vs previous 13F -5,437 shares

    0.03% of the 13F portfolio, value $3,010,261.

    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 55,717 shares
    Change vs previous 13F -4,262 shares

    0.04% of the 13F portfolio, value $3,334,130.

    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 59,979 shares
    Change vs previous 13F +5,028 shares

    0.04% of the 13F portfolio, value $3,584,943.

    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 54,951 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,289,887.

    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).