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Disclosery

Integrated Wealth Concepts LLC: FXI position timeline

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

Integrated Wealth Concepts LLC held 35,969 FXI 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 35,969 shares
    Change vs previous 13F -232 shares

    0.01% of the 13F portfolio, value $1,136,268.

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

  2. period ended2026-03-31
    13F 36,201 shares
    Change vs previous 13F +24,918 shares

    0.01% of the 13F portfolio, value $1,299,630.

    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 11,283 shares
    Change vs previous 13F -45,731 shares

    0.01% of the 13F portfolio, value $432,027.

    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 57,014 shares
    Change vs previous 13F -17,051 shares

    0.02% of the 13F portfolio, value $2,345,552.

    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 74,065 shares
    Change vs previous 13F -6,727 shares

    0.03% of the 13F portfolio, value $2,722,643.

    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 80,792 shares
    Change vs previous 13F +6,994 shares

    0.03% of the 13F portfolio, value $2,895,584.

    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 73,798 shares
    Change vs previous 13F -27,899 shares

    0.03% of the 13F portfolio, value $2,246,412.

    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 101,697 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,231,935.

    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).