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Integrated Wealth Concepts LLC: BBIN position timeline

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

Integrated Wealth Concepts LLC held 2,375,055 BBIN 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 2,375,055 shares
    Change vs previous 13F +59,304 shares

    1.21% of the 13F portfolio, value $185,444,248.

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

  2. period ended2026-03-31
    13F 2,315,751 shares
    Change vs previous 13F +300,500 shares

    1.35% of the 13F portfolio, value $169,327,644.

    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 2,015,251 shares
    Change vs previous 13F -51,480 shares

    1.73% of the 13F portfolio, value $145,742,905.

    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 2,066,731 shares
    Change vs previous 13F +200,524 shares

    1.3% of the 13F portfolio, value $144,939,873.

    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 1,866,207 shares
    Change vs previous 13F +221,145 shares

    1.26% of the 13F portfolio, value $125,969,364.

    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 1,645,062 shares
    Change vs previous 13F +238,257 shares

    1.18% of the 13F portfolio, value $101,179,565.

    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 1,406,805 shares
    Change vs previous 13F +259,259 shares

    0.93% of the 13F portfolio, value $80,328,632.

    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 1,147,546 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $72,306,853.

    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).