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Disclosery

Integrated Wealth Concepts LLC: BCAT position timeline

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

Integrated Wealth Concepts LLC held 77,119 BCAT 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 77,119 shares
    Change vs previous 13F -20,283 shares

    0.01% of the 13F portfolio, value $1,228,501.

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

  2. period ended2026-03-31
    13F 97,402 shares
    Change vs previous 13F +5,750 shares

    0.01% of the 13F portfolio, value $1,376,291.

    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 91,652 shares
    Change vs previous 13F -6,289 shares

    0.02% of the 13F portfolio, value $1,297,785.

    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 97,941 shares
    Change vs previous 13F +4,662 shares

    0.01% of the 13F portfolio, value $1,448,549.

    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 93,279 shares
    Change vs previous 13F +59,279 shares

    0.01% of the 13F portfolio, value $1,412,249.

    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 34,000 shares
    Change vs previous 13F +8,950 shares

    0.01% of the 13F portfolio, value $489,600.

    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 25,050 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $379,508.

    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).