Skip to content
Disclosery

Integrated Wealth Concepts LLC: BA position timeline

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

Integrated Wealth Concepts LLC held 42,417 BA 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 42,417 shares
    Change vs previous 13F +5,862 shares

    0.06% of the 13F portfolio, value $9,182,104.

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

  2. period ended2026-03-31
    13F 36,555 shares
    Change vs previous 13F +12,908 shares

    0.06% of the 13F portfolio, value $7,275,491.

    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 23,647 shares
    Change vs previous 13F -8,571 shares

    0.06% of the 13F portfolio, value $5,134,276.

    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 32,218 shares
    Change vs previous 13F +693 shares

    0.06% of the 13F portfolio, value $6,953,515.

    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 31,525 shares
    Change vs previous 13F +2,908 shares

    0.07% of the 13F portfolio, value $6,605,373.

    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 28,617 shares
    Change vs previous 13F -144 shares

    0.06% of the 13F portfolio, value $4,880,690.

    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 28,761 shares
    Change vs previous 13F -1,932 shares

    0.06% of the 13F portfolio, value $5,090,772.

    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 30,693 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,666,592.

    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).