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Integrated Wealth Concepts LLC: FV position timeline

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

Integrated Wealth Concepts LLC held 121,886 FV 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 121,886 shares
    Change vs previous 13F -2,039 shares

    0.06% of the 13F portfolio, value $9,248,704.

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

  2. period ended2026-03-31
    13F 123,925 shares
    Change vs previous 13F -34,504 shares

    0.06% of the 13F portfolio, value $7,489,704.

    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 158,429 shares
    Change vs previous 13F -7,357 shares

    0.12% of the 13F portfolio, value $9,968,280.

    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 165,786 shares
    Change vs previous 13F -30,072 shares

    0.09% of the 13F portfolio, value $10,265,477.

    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 195,858 shares
    Change vs previous 13F +14,275 shares

    0.12% of the 13F portfolio, value $11,606,562.

    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 181,583 shares
    Change vs previous 13F -19,401 shares

    0.12% of the 13F portfolio, value $9,961,633.

    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 200,984 shares
    Change vs previous 13F -40,107 shares

    0.14% of the 13F portfolio, value $11,870,139.

    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 241,091 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $14,048,380.

    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).