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Disclosery

Integrated Wealth Concepts LLC: BMY position timeline

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

Integrated Wealth Concepts LLC held 180,941 BMY 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 180,941 shares
    Change vs previous 13F -5,763 shares

    0.07% of the 13F portfolio, value $10,425,824.

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

  2. period ended2026-03-31
    13F 186,704 shares
    Change vs previous 13F +111,405 shares

    0.09% of the 13F portfolio, value $11,323,608.

    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 75,299 shares
    Change vs previous 13F +3,227 shares

    0.05% of the 13F portfolio, value $4,061,646.

    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 72,072 shares
    Change vs previous 13F -404 shares

    0.03% of the 13F portfolio, value $3,250,468.

    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 72,476 shares
    Change vs previous 13F +9,513 shares

    0.03% of the 13F portfolio, value $3,354,931.

    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 62,963 shares
    Change vs previous 13F -2,383 shares

    0.04% of the 13F portfolio, value $3,840,116.

    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 65,346 shares
    Change vs previous 13F +10,616 shares

    0.04% of the 13F portfolio, value $3,695,974.

    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 54,730 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,831,750.

    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).