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Integrated Wealth Concepts LLC: BKEM position timeline

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

Integrated Wealth Concepts LLC held 53,430 BKEM 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 53,430 shares
    Change vs previous 13F +376 shares

    0.03% of the 13F portfolio, value $5,092,807.

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

  2. period ended2026-03-31
    13F 53,054 shares
    Change vs previous 13F +3,114 shares

    0.03% of the 13F portfolio, value $4,203,579.

    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 49,940 shares
    Change vs previous 13F +1,912 shares

    0.04% of the 13F portfolio, value $3,738,861.

    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 48,028 shares
    Change vs previous 13F +1,357 shares

    0.03% of the 13F portfolio, value $3,528,088.

    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 46,671 shares
    Change vs previous 13F +4,238 shares

    0.03% of the 13F portfolio, value $3,130,989.

    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 42,433 shares
    Change vs previous 13F -2,549 shares

    0.03% of the 13F portfolio, value $2,579,453.

    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 44,982 shares
    Change vs previous 13F -465 shares

    0.03% of the 13F portfolio, value $2,643,290.

    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 45,447 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,924,136.

    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).