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Disclosery

Integrated Wealth Concepts LLC: BCS position timeline

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

Integrated Wealth Concepts LLC held 59,744 BCS 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 59,744 shares
    Change vs previous 13F +4,301 shares

    0.01% of the 13F portfolio, value $1,604,727.

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

  2. period ended2026-03-31
    13F 55,443 shares
    Change vs previous 13F +19,461 shares

    0.01% of the 13F portfolio, value $1,173,166.

    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 35,982 shares
    Change vs previous 13F -14,666 shares

    0.01% of the 13F portfolio, value $915,732.

    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 50,648 shares
    Change vs previous 13F +316 shares

    0.01% of the 13F portfolio, value $1,046,890.

    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 50,332 shares
    Change vs previous 13F +14,252 shares

    0.01% of the 13F portfolio, value $935,668.

    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 36,080 shares
    Change vs previous 13F -453 shares

    0.01% of the 13F portfolio, value $554,186.

    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 36,533 shares
    Change vs previous 13F +1,552 shares

    0.01% of the 13F portfolio, value $485,524.

    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 34,981 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $425,019.

    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).