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Integrated Wealth Concepts LLC: BBVA position timeline

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

Integrated Wealth Concepts LLC held 81,210 BBVA 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 81,210 shares
    Change vs previous 13F -60 shares

    0.01% of the 13F portfolio, value $2,035,124.

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

  2. period ended2026-03-31
    13F 81,270 shares
    Change vs previous 13F +24,979 shares

    0.01% of the 13F portfolio, value $1,760,310.

    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 56,291 shares
    Change vs previous 13F -32,088 shares

    0.02% of the 13F portfolio, value $1,312,140.

    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 88,379 shares
    Change vs previous 13F -63 shares

    0.02% of the 13F portfolio, value $1,701,304.

    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 88,442 shares
    Change vs previous 13F +26,160 shares

    0.01% of the 13F portfolio, value $1,359,357.

    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 62,282 shares
    Change vs previous 13F -195,502 shares

    0.01% of the 13F portfolio, value $848,277.

    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 257,784 shares
    Change vs previous 13F -3,885 shares

    0.03% of the 13F portfolio, value $2,505,653.

    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 261,669 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,836,500.

    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).