Integrated Wealth Concepts LLC: BIDU position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Integrated Wealth Concepts LLC on BIDU, newest first. How the timeline and the estimate are built.
Integrated Wealth Concepts LLC held 7,685 BIDU shares at 2026-06-30 per its 13F-HR/A filed 2026-09-09.
the latest 13F is the newest step
- period ended2026-06-3013F/A 7,685 sharesChange vs previous 13F -1,036 shares
0.01% of the 13F portfolio, value $878,317.
13F-HR/A 0001737109-26-000007 filed by Integrated Wealth Concepts LLC
Accepted , ingested - period ended2026-03-3113F 8,721 sharesChange vs previous 13F +8,721 shares
0.01% of the 13F portfolio, value $971,694.
13F-HR 0001737109-26-000002 filed by Integrated Wealth Concepts LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 0 sharesChange vs previous 13F -8,736 shares
13F-HR 0001737109-26-000001 filed by Integrated Wealth Concepts LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 8,736 sharesChange vs previous 13F +1,053 shares
0.01% of the 13F portfolio, value $1,151,142.
13F-HR 0001737109-25-000007 filed by Integrated Wealth Concepts LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 7,683 sharesChange vs previous 13F -104 shares
0.01% of the 13F portfolio, value $658,894.
13F-HR 0001737109-25-000006 filed by Integrated Wealth Concepts LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 7,787 sharesChange vs previous 13F +1,705 shares
0.01% of the 13F portfolio, value $716,636.
13F-HR 0001737109-25-000004 filed by Integrated Wealth Concepts LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 6,082 sharesChange vs previous 13F -1,022 shares
0.01% of the 13F portfolio, value $512,774.
13F-HR 0001737109-25-000002 filed by Integrated Wealth Concepts LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 7,104 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $747,979.
13F-HR 0001737109-24-000006 filed by Integrated Wealth Concepts LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).