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Integrated Wealth Concepts LLC: BGB position timeline

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

Integrated Wealth Concepts LLC held 269,895 BGB 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 269,895 shares
    Change vs previous 13F -18,113 shares

    0.02% of the 13F portfolio, value $3,049,812.

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

  2. period ended2026-03-31
    13F 288,008 shares
    Change vs previous 13F -44,225 shares

    0.03% of the 13F portfolio, value $3,211,297.

    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 332,233 shares
    Change vs previous 13F -28,710 shares

    0.05% of the 13F portfolio, value $3,913,710.

    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 360,943 shares
    Change vs previous 13F -26,661 shares

    0.04% of the 13F portfolio, value $4,392,688.

    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 387,604 shares
    Change vs previous 13F -42,066 shares

    0.05% of the 13F portfolio, value $4,697,763.

    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 429,670 shares
    Change vs previous 13F -57,870 shares

    0.06% of the 13F portfolio, value $5,190,413.

    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 487,540 shares
    Change vs previous 13F -19,878 shares

    0.07% of the 13F portfolio, value $5,962,615.

    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 507,418 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $6,251,380.

    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).