Skip to content
Disclosery

Integrated Wealth Concepts LLC: BKIE position timeline

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

Integrated Wealth Concepts LLC held 570,178 BKIE 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 570,178 shares
    Change vs previous 13F +23,995 shares

    0.38% of the 13F portfolio, value $57,359,862.

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

  2. period ended2026-03-31
    13F 546,183 shares
    Change vs previous 13F +158,204 shares

    0.41% of the 13F portfolio, value $51,029,881.

    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 387,979 shares
    Change vs previous 13F -194,662 shares

    0.43% of the 13F portfolio, value $35,911,300.

    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 582,641 shares
    Change vs previous 13F +29,191 shares

    0.47% of the 13F portfolio, value $52,175,558.

    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 553,450 shares
    Change vs previous 13F +213,211 shares

    0.48% of the 13F portfolio, value $47,690,794.

    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 340,239 shares
    Change vs previous 13F -267,022 shares

    0.31% of the 13F portfolio, value $26,320,849.

    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 607,261 shares
    Change vs previous 13F +151,327 shares

    0.51% of the 13F portfolio, value $43,983,900.

    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 455,934 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $36,096,283.

    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).