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Integrated Wealth Concepts LLC: BKLN position timeline

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

Integrated Wealth Concepts LLC held 152,244 BKLN 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 152,244 shares
    Change vs previous 13F +9,046 shares

    0.02% of the 13F portfolio, value $3,101,205.

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

  2. period ended2026-03-31
    13F 143,198 shares
    Change vs previous 13F +28,501 shares

    0.02% of the 13F portfolio, value $2,922,667.

    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 114,697 shares
    Change vs previous 13F -8,382 shares

    0.03% of the 13F portfolio, value $2,408,642.

    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 123,079 shares
    Change vs previous 13F -8,288 shares

    0.02% of the 13F portfolio, value $2,576,055.

    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 131,367 shares
    Change vs previous 13F -18,401 shares

    0.03% of the 13F portfolio, value $2,748,181.

    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 149,768 shares
    Change vs previous 13F +24,676 shares

    0.04% of the 13F portfolio, value $3,100,200.

    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 125,092 shares
    Change vs previous 13F -8,998 shares

    0.03% of the 13F portfolio, value $2,635,680.

    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 134,090 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,817,235.

    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).