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Integrated Wealth Concepts LLC: BKHY position timeline

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

Integrated Wealth Concepts LLC held 66,128 BKHY 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 66,128 shares
    Change vs previous 13F +2,063 shares

    0.02% of the 13F portfolio, value $3,148,315.

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

  2. period ended2026-03-31
    13F 64,065 shares
    Change vs previous 13F +2,428 shares

    0.02% of the 13F portfolio, value $3,037,333.

    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 61,637 shares
    Change vs previous 13F -10,989 shares

    0.04% of the 13F portfolio, value $2,962,873.

    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 72,626 shares
    Change vs previous 13F +1,022 shares

    0.03% of the 13F portfolio, value $3,536,980.

    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 71,604 shares
    Change vs previous 13F -5,769 shares

    0.03% of the 13F portfolio, value $3,457,340.

    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 77,373 shares
    Change vs previous 13F -840 shares

    0.04% of the 13F portfolio, value $3,685,246.

    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 78,213 shares
    Change vs previous 13F +20,125 shares

    0.04% of the 13F portfolio, value $3,729,991.

    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 58,088 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,837,576.

    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).