Skip to content
Disclosery

Integrated Wealth Concepts LLC: BNS position timeline

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

Integrated Wealth Concepts LLC held 14,651 BNS 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 14,651 shares
    Change vs previous 13F +3,685 shares

    0.01% of the 13F portfolio, value $1,272,332.

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

  2. period ended2026-03-31
    13F 10,966 shares
    Change vs previous 13F +4,074 shares

    0.01% of the 13F portfolio, value $760,070.

    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 6,892 shares
    Change vs previous 13F -2,039 shares

    0.01% of the 13F portfolio, value $507,881.

    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 8,931 shares
    Change vs previous 13F +562 shares

    0.01% of the 13F portfolio, value $577,395.

    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 8,369 shares
    Change vs previous 13F +2,908 shares

    <0.01% of the 13F portfolio, value $462,570.

    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 5,461 shares
    Change vs previous 13F -54 shares

    <0.01% of the 13F portfolio, value $259,015.

    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 5,515 shares
    Change vs previous 13F +87 shares

    <0.01% of the 13F portfolio, value $296,267.

    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 5,428 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $295,773.

    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).