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Disclosery

Integrated Wealth Concepts LLC: BR position timeline

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

Integrated Wealth Concepts LLC held 6,129 BR 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 6,129 shares
    Change vs previous 13F -61,129 shares

    0.01% of the 13F portfolio, value $839,416.

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

  2. period ended2026-03-31
    13F 67,258 shares
    Change vs previous 13F +32,494 shares

    0.09% of the 13F portfolio, value $10,928,104.

    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 34,764 shares
    Change vs previous 13F -12,297 shares

    0.09% of the 13F portfolio, value $7,758,394.

    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 47,061 shares
    Change vs previous 13F +3,272 shares

    0.1% of the 13F portfolio, value $11,208,528.

    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 43,789 shares
    Change vs previous 13F +13,416 shares

    0.11% of the 13F portfolio, value $10,641,938.

    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 30,373 shares
    Change vs previous 13F +832 shares

    0.09% of the 13F portfolio, value $7,364,341.

    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 29,541 shares
    Change vs previous 13F +4,591 shares

    0.08% of the 13F portfolio, value $6,679,022.

    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 24,950 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $5,365,014.

    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).