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Integrated Wealth Concepts LLC: BBY position timeline

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

Integrated Wealth Concepts LLC held 5,634 BBY 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 5,634 shares
    Change vs previous 13F -11,113 shares

    <0.01% of the 13F portfolio, value $427,514.

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

  2. period ended2026-03-31
    13F 16,747 shares
    Change vs previous 13F -558 shares

    0.01% of the 13F portfolio, value $1,075,128.

    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 17,305 shares
    Change vs previous 13F +4,237 shares

    0.01% of the 13F portfolio, value $1,158,245.

    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 13,068 shares
    Change vs previous 13F -3,124 shares

    0.01% of the 13F portfolio, value $988,176.

    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 16,192 shares
    Change vs previous 13F +7,847 shares

    0.01% of the 13F portfolio, value $1,086,984.

    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 8,345 shares
    Change vs previous 13F +924 shares

    0.01% of the 13F portfolio, value $614,259.

    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 7,421 shares
    Change vs previous 13F -7,128 shares

    0.01% of the 13F portfolio, value $636,735.

    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 14,549 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,502,883.

    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).