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Disclosery

Integrated Wealth Concepts LLC: BP position timeline

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

Integrated Wealth Concepts LLC held 34,873 BP 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 34,873 shares
    Change vs previous 13F -10,699 shares

    0.01% of the 13F portfolio, value $1,288,576.

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

  2. period ended2026-03-31
    13F 45,572 shares
    Change vs previous 13F +19,918 shares

    0.02% of the 13F portfolio, value $2,141,904.

    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 25,654 shares
    Change vs previous 13F -9,856 shares

    0.01% of the 13F portfolio, value $890,951.

    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 35,510 shares
    Change vs previous 13F -819 shares

    0.01% of the 13F portfolio, value $1,223,682.

    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 36,329 shares
    Change vs previous 13F +3,314 shares

    0.01% of the 13F portfolio, value $1,087,321.

    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 33,015 shares
    Change vs previous 13F +164 shares

    0.01% of the 13F portfolio, value $1,115,572.

    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 32,851 shares
    Change vs previous 13F -2,110 shares

    0.01% of the 13F portfolio, value $971,060.

    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 34,961 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,097,438.

    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).