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Integrated Wealth Concepts LLC: BKAG position timeline

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

Integrated Wealth Concepts LLC held 900,167 BKAG 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 900,167 shares
    Change vs previous 13F +37,376 shares

    0.25% of the 13F portfolio, value $37,762,007.

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

  2. period ended2026-03-31
    13F 862,791 shares
    Change vs previous 13F +146,582 shares

    0.29% of the 13F portfolio, value $36,409,777.

    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 716,209 shares
    Change vs previous 13F -42,054 shares

    0.36% of the 13F portfolio, value $30,355,064.

    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 758,263 shares
    Change vs previous 13F +75,662 shares

    0.29% of the 13F portfolio, value $32,301,996.

    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 682,601 shares
    Change vs previous 13F -608,557 shares

    0.29% of the 13F portfolio, value $28,792,109.

    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 1,291,158 shares
    Change vs previous 13F +17,529 shares

    0.63% of the 13F portfolio, value $54,396,502.

    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 1,273,629 shares
    Change vs previous 13F +100,483 shares

    0.61% of the 13F portfolio, value $52,499,000.

    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 1,173,146 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $50,621,272.

    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).