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Integrated Wealth Concepts LLC: BIZD position timeline

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

Integrated Wealth Concepts LLC held 61,986 BIZD 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 61,986 shares
    Change vs previous 13F +126 shares

    0.01% of the 13F portfolio, value $784,744.

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

  2. period ended2026-03-31
    13F 61,860 shares
    Change vs previous 13F +22,923 shares

    0.01% of the 13F portfolio, value $791,804.

    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 38,937 shares
    Change vs previous 13F +15,618 shares

    0.01% of the 13F portfolio, value $552,121.

    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 23,319 shares
    Change vs previous 13F +670 shares

    <0.01% of the 13F portfolio, value $348,392.

    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 22,649 shares
    Change vs previous 13F +10,319 shares

    <0.01% of the 13F portfolio, value $368,727.

    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 12,330 shares
    Change vs previous 13F -203 shares

    <0.01% of the 13F portfolio, value $206,652.

    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 12,533 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $208,424.

    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).