Skip to content
Disclosery

Integrated Wealth Concepts LLC: BNDX position timeline

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

Integrated Wealth Concepts LLC held 74,703 BNDX 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 74,703 shares
    Change vs previous 13F +1,566 shares

    0.02% of the 13F portfolio, value $3,617,853.

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

  2. period ended2026-03-31
    13F 73,137 shares
    Change vs previous 13F +20,891 shares

    0.03% of the 13F portfolio, value $3,514,228.

    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 52,246 shares
    Change vs previous 13F -1,346 shares

    0.03% of the 13F portfolio, value $2,524,528.

    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 53,592 shares
    Change vs previous 13F +720 shares

    0.02% of the 13F portfolio, value $2,650,648.

    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 52,872 shares
    Change vs previous 13F +36,702 shares

    0.03% of the 13F portfolio, value $2,617,699.

    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 16,170 shares
    Change vs previous 13F -2,514 shares

    0.01% of the 13F portfolio, value $789,421.

    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 18,684 shares
    Change vs previous 13F +756 shares

    0.01% of the 13F portfolio, value $916,473.

    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 17,928 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $901,440.

    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).