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Integrated Wealth Concepts LLC: FVD position timeline

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

Integrated Wealth Concepts LLC held 138,564 FVD 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 138,564 shares
    Change vs previous 13F +30,851 shares

    0.04% of the 13F portfolio, value $6,676,018.

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

  2. period ended2026-03-31
    13F 107,713 shares
    Change vs previous 13F -31,180 shares

    0.04% of the 13F portfolio, value $5,065,747.

    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 138,893 shares
    Change vs previous 13F -11,360 shares

    0.08% of the 13F portfolio, value $6,400,172.

    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 150,253 shares
    Change vs previous 13F -80,889 shares

    0.06% of the 13F portfolio, value $6,947,701.

    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 231,142 shares
    Change vs previous 13F -4,815 shares

    0.1% of the 13F portfolio, value $10,332,038.

    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 235,957 shares
    Change vs previous 13F +18,056 shares

    0.12% of the 13F portfolio, value $10,521,332.

    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 217,901 shares
    Change vs previous 13F -4,945 shares

    0.11% of the 13F portfolio, value $9,509,186.

    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 222,846 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $10,137,241.

    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).