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Integrated Wealth Concepts LLC: BDX position timeline

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

Integrated Wealth Concepts LLC held 4,616 BDX 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 4,616 shares
    Change vs previous 13F -4,957 shares

    <0.01% of the 13F portfolio, value $698,536.

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

  2. period ended2026-03-31
    13F 9,573 shares
    Change vs previous 13F +5,282 shares

    0.01% of the 13F portfolio, value $1,505,135.

    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 4,291 shares
    Change vs previous 13F -4,547 shares

    0.01% of the 13F portfolio, value $832,730.

    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 8,838 shares
    Change vs previous 13F +919 shares

    0.01% of the 13F portfolio, value $1,654,192.

    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 7,919 shares
    Change vs previous 13F +2,596 shares

    0.01% of the 13F portfolio, value $1,364,071.

    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 5,323 shares
    Change vs previous 13F +350 shares

    0.01% of the 13F portfolio, value $1,219,374.

    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 4,973 shares
    Change vs previous 13F +243 shares

    0.01% of the 13F portfolio, value $1,128,258.

    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 4,730 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,140,281.

    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).