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Integrated Wealth Concepts LLC: BINC position timeline

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

Integrated Wealth Concepts LLC held 1,356,207 BINC 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 1,356,207 shares
    Change vs previous 13F -1,404 shares

    0.46% of the 13F portfolio, value $70,983,899.

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

  2. period ended2026-03-31
    13F 1,357,611 shares
    Change vs previous 13F +256,891 shares

    0.56% of the 13F portfolio, value $70,500,729.

    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 1,100,720 shares
    Change vs previous 13F -97,267 shares

    0.69% of the 13F portfolio, value $58,085,034.

    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 1,197,987 shares
    Change vs previous 13F -122,026 shares

    0.57% of the 13F portfolio, value $63,780,833.

    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 1,320,013 shares
    Change vs previous 13F +122,496 shares

    0.7% of the 13F portfolio, value $69,749,519.

    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 1,197,517 shares
    Change vs previous 13F +655,433 shares

    0.73% of the 13F portfolio, value $62,725,930.

    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 542,084 shares
    Change vs previous 13F +352,218 shares

    0.33% of the 13F portfolio, value $28,199,218.

    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 189,866 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $10,163,514.

    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).