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Integrated Wealth Concepts LLC: FWD position timeline

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

Integrated Wealth Concepts LLC held 473,735 FWD 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 473,735 shares
    Change vs previous 13F +46,351 shares

    0.46% of the 13F portfolio, value $70,169,611.

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

  2. period ended2026-03-31
    13F 427,384 shares
    Change vs previous 13F +74,462 shares

    0.37% of the 13F portfolio, value $46,396,765.

    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 352,922 shares
    Change vs previous 13F +85,449 shares

    0.44% of the 13F portfolio, value $36,848,615.

    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 267,473 shares
    Change vs previous 13F +141,553 shares

    0.24% of the 13F portfolio, value $27,065,596.

    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 125,920 shares
    Change vs previous 13F +13,753 shares

    0.11% of the 13F portfolio, value $11,297,533.

    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 112,167 shares
    Change vs previous 13F +26,584 shares

    0.09% of the 13F portfolio, value $7,897,696.

    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 85,583 shares
    Change vs previous 13F +26,912 shares

    0.08% of the 13F portfolio, value $6,777,295.

    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 58,671 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,594,244.

    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).