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Integrated Wealth Concepts LLC: BIL position timeline

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

Integrated Wealth Concepts LLC held 316,700 BIL 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 316,700 shares
    Change vs previous 13F +13,144 shares

    0.19% of the 13F portfolio, value $29,022,361.

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

  2. period ended2026-03-31
    13F 303,556 shares
    Change vs previous 13F +57,534 shares

    0.22% of the 13F portfolio, value $27,817,874.

    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 246,022 shares
    Change vs previous 13F -72,991 shares

    0.27% of the 13F portfolio, value $22,481,432.

    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 319,013 shares
    Change vs previous 13F -31,842 shares

    0.26% of the 13F portfolio, value $29,269,506.

    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 350,855 shares
    Change vs previous 13F +87,182 shares

    0.32% of the 13F portfolio, value $32,183,908.

    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 263,673 shares
    Change vs previous 13F +155,357 shares

    0.28% of the 13F portfolio, value $24,186,744.

    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 108,316 shares
    Change vs previous 13F -32,564 shares

    0.12% of the 13F portfolio, value $9,903,374.

    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 140,880 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $12,934,201.

    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).