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Integrated Wealth Concepts LLC: BIV position timeline

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

Integrated Wealth Concepts LLC held 81,985 BIV 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 81,985 shares
    Change vs previous 13F +47,542 shares

    0.04% of the 13F portfolio, value $6,288,243.

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

  2. period ended2026-03-31
    13F 34,443 shares
    Change vs previous 13F +2,267 shares

    0.02% of the 13F portfolio, value $2,658,329.

    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 32,176 shares
    Change vs previous 13F +5,751 shares

    0.03% of the 13F portfolio, value $2,505,833.

    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 26,425 shares
    Change vs previous 13F +5,500 shares

    0.02% of the 13F portfolio, value $2,063,527.

    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 20,925 shares
    Change vs previous 13F -1,499 shares

    0.02% of the 13F portfolio, value $1,618,348.

    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 22,424 shares
    Change vs previous 13F -483 shares

    0.02% of the 13F portfolio, value $1,717,013.

    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 22,907 shares
    Change vs previous 13F +855 shares

    0.02% of the 13F portfolio, value $1,711,844.

    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 22,052 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,728,251.

    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).