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Disclosery

Integrated Wealth Concepts LLC: BOTZ position timeline

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

Integrated Wealth Concepts LLC held 10,948 BOTZ 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 10,948 shares
    Change vs previous 13F +1,267 shares

    <0.01% of the 13F portfolio, value $415,374.

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

  2. period ended2026-03-31
    13F 9,681 shares
    Change vs previous 13F +564 shares

    <0.01% of the 13F portfolio, value $321,591.

    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 9,117 shares
    Change vs previous 13F -1,456 shares

    <0.01% of the 13F portfolio, value $330,303.

    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 10,573 shares
    Change vs previous 13F -1,627 shares

    <0.01% of the 13F portfolio, value $374,595.

    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 12,200 shares
    Change vs previous 13F +46 shares

    <0.01% of the 13F portfolio, value $398,331.

    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 12,154 shares
    Change vs previous 13F +4,435 shares

    <0.01% of the 13F portfolio, value $345,907.

    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 7,719 shares
    Change vs previous 13F -2,764 shares

    <0.01% of the 13F portfolio, value $246,619.

    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 10,483 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $337,037.

    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).