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Integrated Wealth Concepts LLC: BAM position timeline

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

Integrated Wealth Concepts LLC held 9,816 BAM 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 9,816 shares
    Change vs previous 13F -498 shares

    <0.01% of the 13F portfolio, value $440,242.

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

  2. period ended2026-03-31
    13F 10,314 shares
    Change vs previous 13F +6,300 shares

    <0.01% of the 13F portfolio, value $458,443.

    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 4,014 shares
    Change vs previous 13F -3,564 shares

    <0.01% of the 13F portfolio, value $210,266.

    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 7,578 shares
    Change vs previous 13F +238 shares

    <0.01% of the 13F portfolio, value $431,490.

    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 7,340 shares
    Change vs previous 13F +1,032 shares

    <0.01% of the 13F portfolio, value $405,734.

    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 6,308 shares
    Change vs previous 13F -125 shares

    <0.01% of the 13F portfolio, value $305,627.

    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 6,433 shares
    Change vs previous 13F +164 shares

    <0.01% of the 13F portfolio, value $348,605.

    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 6,269 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $296,471.

    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).