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Integrated Wealth Concepts LLC: FXO position timeline

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

Integrated Wealth Concepts LLC held 13,930 FXO 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 13,930 shares
    Change vs previous 13F -321 shares

    0.01% of the 13F portfolio, value $870,080.

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

  2. period ended2026-03-31
    13F 14,251 shares
    Change vs previous 13F +331 shares

    0.01% of the 13F portfolio, value $800,792.

    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 13,920 shares
    Change vs previous 13F -1,456 shares

    0.01% of the 13F portfolio, value $840,094.

    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 15,376 shares
    Change vs previous 13F -351 shares

    0.01% of the 13F portfolio, value $913,207.

    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 15,727 shares
    Change vs previous 13F -1,591 shares

    0.01% of the 13F portfolio, value $881,657.

    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 17,318 shares
    Change vs previous 13F +8,687 shares

    0.01% of the 13F portfolio, value $917,876.

    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 8,631 shares
    Change vs previous 13F +1 shares

    0.01% of the 13F portfolio, value $467,194.

    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 8,630 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $441,252.

    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).