Skip to content
Disclosery

Integrated Wealth Concepts LLC: BBD position timeline

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

Integrated Wealth Concepts LLC held 163,460 BBD 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 163,460 shares
    Change vs previous 13F +16,998 shares

    <0.01% of the 13F portfolio, value $567,205.

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

  2. period ended2026-03-31
    13F 146,462 shares
    Change vs previous 13F +16,734 shares

    <0.01% of the 13F portfolio, value $534,586.

    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 129,728 shares
    Change vs previous 13F +11,694 shares

    0.01% of the 13F portfolio, value $431,995.

    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 118,034 shares
    Change vs previous 13F +2,075 shares

    <0.01% of the 13F portfolio, value $398,955.

    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 115,959 shares
    Change vs previous 13F +94,857 shares

    <0.01% of the 13F portfolio, value $358,314.

    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 21,102 shares
    Change vs previous 13F -2,950 shares

    <0.01% of the 13F portfolio, value $47,057.

    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 24,052 shares
    Change vs previous 13F -15,950 shares

    <0.01% of the 13F portfolio, value $45,940.

    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 40,002 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $106,405.

    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).