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Integrated Wealth Concepts LLC: BBHY position timeline

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

Integrated Wealth Concepts LLC held 26,774 BBHY 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 26,774 shares
    Change vs previous 13F +6,268 shares

    0.01% of the 13F portfolio, value $1,234,163.

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

  2. period ended2026-03-31
    13F 20,506 shares
    Change vs previous 13F +3,134 shares

    0.01% of the 13F portfolio, value $939,810.

    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 17,372 shares
    Change vs previous 13F -1,062 shares

    0.01% of the 13F portfolio, value $807,810.

    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 18,434 shares
    Change vs previous 13F +639 shares

    0.01% of the 13F portfolio, value $866,416.

    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 17,795 shares
    Change vs previous 13F -3,365 shares

    0.01% of the 13F portfolio, value $829,971.

    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 21,160 shares
    Change vs previous 13F -438 shares

    0.01% of the 13F portfolio, value $974,412.

    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 21,598 shares
    Change vs previous 13F -2,177 shares

    0.01% of the 13F portfolio, value $995,230.

    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 23,775 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,125,968.

    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).