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Integrated Wealth Concepts LLC: BKSE position timeline

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

Integrated Wealth Concepts LLC held 8,018 BKSE 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 8,018 shares
    Change vs previous 13F +230 shares

    0.01% of the 13F portfolio, value $1,078,020.

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

  2. period ended2026-03-31
    13F 7,788 shares
    Change vs previous 13F +479 shares

    0.01% of the 13F portfolio, value $887,096.

    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 7,309 shares
    Change vs previous 13F -106 shares

    0.01% of the 13F portfolio, value $822,138.

    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 7,415 shares
    Change vs previous 13F +89 shares

    0.01% of the 13F portfolio, value $816,999.

    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 7,326 shares
    Change vs previous 13F +336 shares

    0.01% of the 13F portfolio, value $731,907.

    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 6,990 shares
    Change vs previous 13F +81 shares

    0.01% of the 13F portfolio, value $652,073.

    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 6,909 shares
    Change vs previous 13F -435 shares

    0.01% of the 13F portfolio, value $696,627.

    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 7,344 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $745,086.

    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).