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Disclosery

Integrated Wealth Concepts LLC: BLV position timeline

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

Integrated Wealth Concepts LLC held 8,543 BLV 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 8,543 shares
    Change vs previous 13F -5,680 shares

    <0.01% of the 13F portfolio, value $588,864.

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

  2. period ended2026-03-31
    13F 14,223 shares
    Change vs previous 13F +3,944 shares

    0.01% of the 13F portfolio, value $978,254.

    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 10,279 shares
    Change vs previous 13F +5,623 shares

    0.01% of the 13F portfolio, value $714,610.

    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 4,656 shares
    Change vs previous 13F +900 shares

    <0.01% of the 13F portfolio, value $329,887.

    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 3,756 shares
    Change vs previous 13F +909 shares

    <0.01% of the 13F portfolio, value $261,194.

    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 2,847 shares
    Change vs previous 13F -569 shares

    <0.01% of the 13F portfolio, value $200,517.

    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 3,416 shares
    Change vs previous 13F -21 shares

    <0.01% of the 13F portfolio, value $233,736.

    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 3,437 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $258,362.

    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).