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Integrated Wealth Concepts LLC: BBUS position timeline

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

Integrated Wealth Concepts LLC held 614,521 BBUS 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 614,521 shares
    Change vs previous 13F +53,404 shares

    0.54% of the 13F portfolio, value $82,788,221.

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

  2. period ended2026-03-31
    13F 561,117 shares
    Change vs previous 13F +467,288 shares

    0.52% of the 13F portfolio, value $65,751,657.

    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 93,829 shares
    Change vs previous 13F -420,668 shares

    0.14% of the 13F portfolio, value $11,570,024.

    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 514,497 shares
    Change vs previous 13F +414,580 shares

    0.56% of the 13F portfolio, value $62,079,218.

    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 99,917 shares
    Change vs previous 13F +17,457 shares

    0.11% of the 13F portfolio, value $11,182,666.

    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 82,460 shares
    Change vs previous 13F +36,155 shares

    0.1% of the 13F portfolio, value $8,319,351.

    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 46,305 shares
    Change vs previous 13F -350 shares

    0.06% of the 13F portfolio, value $4,904,681.

    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 46,655 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,832,570.

    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).