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Integrated Wealth Concepts LLC: BHP position timeline

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

Integrated Wealth Concepts LLC held 13,148 BHP 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 13,148 shares
    Change vs previous 13F -1,114 shares

    0.01% of the 13F portfolio, value $1,095,390.

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

  2. period ended2026-03-31
    13F 14,262 shares
    Change vs previous 13F +6,834 shares

    0.01% of the 13F portfolio, value $1,037,433.

    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 7,428 shares
    Change vs previous 13F -6,183 shares

    0.01% of the 13F portfolio, value $448,423.

    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 13,611 shares
    Change vs previous 13F +884 shares

    0.01% of the 13F portfolio, value $758,816.

    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 12,727 shares
    Change vs previous 13F +1,380 shares

    0.01% of the 13F portfolio, value $612,041.

    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 11,347 shares
    Change vs previous 13F -4,631 shares

    0.01% of the 13F portfolio, value $550,763.

    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 15,978 shares
    Change vs previous 13F -292 shares

    0.01% of the 13F portfolio, value $780,202.

    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 16,270 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,010,519.

    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).