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Integrated Wealth Concepts LLC: TFLO position timeline

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

Integrated Wealth Concepts LLC held 32,264 TFLO 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 32,264 shares
    Change vs previous 13F -6,244 shares

    0.01% of the 13F portfolio, value $1,633,508.

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

  2. period ended2026-03-31
    13F 38,508 shares
    Change vs previous 13F +665 shares

    0.02% of the 13F portfolio, value $1,949,654.

    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 37,843 shares
    Change vs previous 13F -8,903 shares

    0.02% of the 13F portfolio, value $1,909,557.

    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 46,746 shares
    Change vs previous 13F -12,398 shares

    0.02% of the 13F portfolio, value $2,364,903.

    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 59,144 shares
    Change vs previous 13F -54,450 shares

    0.03% of the 13F portfolio, value $2,995,639.

    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 113,594 shares
    Change vs previous 13F +78,973 shares

    0.07% of the 13F portfolio, value $5,754,676.

    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 34,621 shares
    Change vs previous 13F +13,647 shares

    0.02% of the 13F portfolio, value $1,747,328.

    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 20,974 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,061,283.

    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).