Skip to content
Disclosery

Integrated Wealth Concepts LLC: BND position timeline

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

Integrated Wealth Concepts LLC held 2,125,099 BND 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 2,125,099 shares
    Change vs previous 13F +698,992 shares

    1.02% of the 13F portfolio, value $156,003,489.

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

  2. period ended2026-03-31
    13F 1,426,107 shares
    Change vs previous 13F +272,044 shares

    0.84% of the 13F portfolio, value $105,018,523.

    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 1,154,063 shares
    Change vs previous 13F +26,540 shares

    1.02% of the 13F portfolio, value $85,481,433.

    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 1,127,523 shares
    Change vs previous 13F +41,595 shares

    0.75% of the 13F portfolio, value $83,853,862.

    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 1,085,928 shares
    Change vs previous 13F +128,694 shares

    0.8% of the 13F portfolio, value $79,956,847.

    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 957,234 shares
    Change vs previous 13F +108,110 shares

    0.82% of the 13F portfolio, value $70,308,849.

    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 849,124 shares
    Change vs previous 13F +31,796 shares

    0.71% of the 13F portfolio, value $61,060,478.

    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 817,328 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $61,389,504.

    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).