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Integrated Wealth Concepts LLC: BILS position timeline

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

Integrated Wealth Concepts LLC held 221,556 BILS 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 221,556 shares
    Change vs previous 13F +8,458 shares

    0.14% of the 13F portfolio, value $22,018,232.

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

  2. period ended2026-03-31
    13F 213,098 shares
    Change vs previous 13F +53,633 shares

    0.17% of the 13F portfolio, value $21,190,436.

    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 159,465 shares
    Change vs previous 13F -59,392 shares

    0.19% of the 13F portfolio, value $15,822,103.

    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 218,857 shares
    Change vs previous 13F +170 shares

    0.19% of the 13F portfolio, value $21,780,642.

    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 218,687 shares
    Change vs previous 13F +45,408 shares

    0.22% of the 13F portfolio, value $21,744,008.

    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 173,279 shares
    Change vs previous 13F -190,813 shares

    0.2% of the 13F portfolio, value $17,239,452.

    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 364,092 shares
    Change vs previous 13F +377 shares

    0.42% of the 13F portfolio, value $36,099,715.

    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 363,715 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $36,218,690.

    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).