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Disclosery

Integrated Wealth Concepts LLC: TFC position timeline

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

Integrated Wealth Concepts LLC held 49,393 TFC 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 49,393 shares
    Change vs previous 13F +562 shares

    0.02% of the 13F portfolio, value $2,460,783.

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

  2. period ended2026-03-31
    13F 48,831 shares
    Change vs previous 13F +7,587 shares

    0.02% of the 13F portfolio, value $2,244,780.

    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 41,244 shares
    Change vs previous 13F -4,771 shares

    0.02% of the 13F portfolio, value $2,029,603.

    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 46,015 shares
    Change vs previous 13F +99 shares

    0.02% of the 13F portfolio, value $2,103,805.

    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 45,916 shares
    Change vs previous 13F +16,951 shares

    0.02% of the 13F portfolio, value $1,973,956.

    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 28,965 shares
    Change vs previous 13F +999 shares

    0.01% of the 13F portfolio, value $1,191,920.

    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 27,966 shares
    Change vs previous 13F -6,524 shares

    0.01% of the 13F portfolio, value $1,213,148.

    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 34,490 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,475,124.

    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).