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Integrated Wealth Concepts LLC: BBAG position timeline

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

Integrated Wealth Concepts LLC held 13,509 BBAG 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 13,509 shares
    Change vs previous 13F -2,740 shares

    <0.01% of the 13F portfolio, value $620,739.

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

  2. period ended2026-03-31
    13F 16,249 shares
    Change vs previous 13F +6,547 shares

    0.01% of the 13F portfolio, value $750,054.

    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 9,702 shares
    Change vs previous 13F -15,123 shares

    0.01% of the 13F portfolio, value $450,368.

    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 24,825 shares
    Change vs previous 13F +5,293 shares

    0.01% of the 13F portfolio, value $1,158,583.

    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 19,532 shares
    Change vs previous 13F +7,441 shares

    0.01% of the 13F portfolio, value $901,794.

    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 12,091 shares
    Change vs previous 13F +1,954 shares

    0.01% of the 13F portfolio, value $557,516.

    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 10,137 shares
    Change vs previous 13F -2,970 shares

    0.01% of the 13F portfolio, value $457,992.

    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 13,107 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $620,201.

    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).