Integrated Wealth Concepts LLC: BKDV position timeline

Integrated Wealth Concepts LLC held 710,411 BKDV 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 710,411 shares

   Change vs previous 13F +122,841 shares

   0.16% of the 13F portfolio, value $23,791,660.

   13F-HR/A 0001737109-26-000007 filed by Integrated Wealth Concepts LLC
   Accepted 2026-09-08 22:25:22 UTC, ingested 2026-10-08 03:31:46 UTC

2. period ended2026-03-31

   13F 587,570 shares

   Change vs previous 13F +443,487 shares

   0.14% of the 13F portfolio, value $17,427,335.

   13F-HR 0001737109-26-000002 filed by Integrated Wealth Concepts LLC
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 144,083 shares

   Change vs previous 13F -289,157 shares

   0.05% of the 13F portfolio, value $4,181,286.

   13F-HR 0001737109-26-000001 filed by Integrated Wealth Concepts LLC
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 433,240 shares

   Change vs previous 13F +154,464 shares

   0.11% of the 13F portfolio, value $12,044,070.

   13F-HR 0001737109-25-000007 filed by Integrated Wealth Concepts LLC
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 278,776 shares

   Change vs previous 13F not available

   0.07% of the 13F portfolio, value $7,418,227.

   13F-HR 0001737109-25-000006 filed by Integrated Wealth Concepts LLC
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).