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Integrated Wealth Concepts LLC: BN position timeline

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

Integrated Wealth Concepts LLC held 38,902 BN 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 38,902 shares
    Change vs previous 13F +2,333 shares

    0.01% of the 13F portfolio, value $1,656,841.

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

  2. period ended2026-03-31
    13F 36,569 shares
    Change vs previous 13F +18,336 shares

    0.01% of the 13F portfolio, value $1,479,942.

    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 18,233 shares
    Change vs previous 13F -4,801 shares

    0.01% of the 13F portfolio, value $836,701.

    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 23,034 shares
    Change vs previous 13F +5,468 shares

    0.01% of the 13F portfolio, value $1,579,638.

    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 17,566 shares
    Change vs previous 13F +1,528 shares

    0.01% of the 13F portfolio, value $1,086,436.

    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 16,038 shares
    Change vs previous 13F -5,988 shares

    0.01% of the 13F portfolio, value $840,556.

    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 22,026 shares
    Change vs previous 13F +2,637 shares

    0.01% of the 13F portfolio, value $1,265,393.

    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 19,389 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,030,503.

    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).