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Integrated Wealth Concepts LLC: BKLC position timeline

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

Integrated Wealth Concepts LLC held 2,945,201 BKLC 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 2,945,201 shares
    Change vs previous 13F +55,455 shares

    2.76% of the 13F portfolio, value $422,312,279.

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

  2. period ended2026-03-31
    13F 2,889,746 shares
    Change vs previous 13F +467,334 shares

    2.88% of the 13F portfolio, value $360,669,063.

    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 2,422,412 shares
    Change vs previous 13F -150,949 shares

    3.76% of the 13F portfolio, value $316,851,420.

    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 2,573,361 shares
    Change vs previous 13F +145,916 shares

    2.95% of the 13F portfolio, value $330,367,975.

    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 2,427,445 shares
    Change vs previous 13F +255,338 shares

    2.88% of the 13F portfolio, value $287,482,194.

    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 2,172,107 shares
    Change vs previous 13F +157,930 shares

    2.69% of the 13F portfolio, value $230,938,374.

    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 2,014,177 shares
    Change vs previous 13F -4,306 shares

    2.62% of the 13F portfolio, value $225,708,585.

    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 2,018,483 shares
    Change vs previous 13F not available

    2.7% of the 13F portfolio, value $221,144,992.

    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).