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Integrated Wealth Concepts LLC: BOND position timeline

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

Integrated Wealth Concepts LLC held 66,491 BOND 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 66,491 shares
    Change vs previous 13F -3,279 shares

    0.04% of the 13F portfolio, value $6,131,108.

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

  2. period ended2026-03-31
    13F 69,770 shares
    Change vs previous 13F +2,697 shares

    0.05% of the 13F portfolio, value $6,438,341.

    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 67,073 shares
    Change vs previous 13F -5,912 shares

    0.07% of the 13F portfolio, value $6,243,160.

    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 72,985 shares
    Change vs previous 13F -2,846 shares

    0.06% of the 13F portfolio, value $6,813,113.

    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 75,831 shares
    Change vs previous 13F -3,405 shares

    0.07% of the 13F portfolio, value $6,990,099.

    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 79,236 shares
    Change vs previous 13F -2,648 shares

    0.09% of the 13F portfolio, value $7,326,901.

    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 81,884 shares
    Change vs previous 13F +1,790 shares

    0.09% of the 13F portfolio, value $7,403,928.

    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 80,094 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $7,577,682.

    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).