FFLC — FIDELITY FUNDAMENTAL

Ownership history in Integrated Wealth Concepts LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Integrated Wealth Concepts LLC reported a position in FIDELITY FUNDAMENTAL (FFLC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 8,296 +589 +7.6% 0.00% $432K $51.70
2025 Q2 REDUCED 7,707 -623 -7.5% 0.00% $377K $48.44
2025 Q1 ADDED 8,330 +804 +10.7% 0.00% $362K $43.00
2024 Q4 INITIATED 7,526 — — 0.00% $345K $45.25
% of Fund (quarterly)    FFLC price (monthly, adj. close)

Other funds also holding FFLC

As of 2025 Q4 — sorted by position size

Socha Financial Group, LLC 3Y 15.45% DAHRING | CUSMANO LLC 11.67% Tactive Advisors, LLC 4.28% Fiduciary Planning LLC 3Y 4.08% Anson Capital, Inc. 3Y 2.12% Onyx Bridge Wealth Group LLC 3Y 0.96% Brueske Advisory Services, LLC 0.46% NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3Y 7Y 0.38% IFG Advisory, LLC 3Y 7Y 0.22% Per Stirling Capital Management, LLC. 3Y 0.16%
← Back to Integrated Wealth Concepts LLC Holdings