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Integrated Wealth Concepts LLC: BNY position timeline

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

Integrated Wealth Concepts LLC held 57,020 BNY 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 57,020 shares
    Change vs previous 13F +17,377 shares

    0.05% of the 13F portfolio, value $8,245,690.

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

  2. period ended2026-03-31
    13F 39,643 shares
    Change vs previous 13F +8,610 shares

    0.04% of the 13F portfolio, value $4,702,821.

    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 31,033 shares
    Change vs previous 13F -5,219 shares

    0.04% of the 13F portfolio, value $3,602,615.

    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 36,252 shares
    Change vs previous 13F +2,431 shares

    0.04% of the 13F portfolio, value $3,949,997.

    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 33,821 shares
    Change vs previous 13F -6,307 shares

    0.03% of the 13F portfolio, value $3,081,432.

    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 40,128 shares
    Change vs previous 13F -2,847 shares

    0.04% of the 13F portfolio, value $3,365,541.

    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 42,975 shares
    Change vs previous 13F +5,509 shares

    0.04% of the 13F portfolio, value $3,301,749.

    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 37,466 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,692,293.

    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).