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Integrated Wealth Concepts LLC: BRK-B position timeline

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

Integrated Wealth Concepts LLC held 86,505 BRK-B 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 86,505 shares
    Change vs previous 13F -7,777 shares

    0.28% of the 13F portfolio, value $43,286,328.

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

  2. period ended2026-03-31
    13F 94,282 shares
    Change vs previous 13F +34,353 shares

    0.36% of the 13F portfolio, value $45,180,125.

    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 59,929 shares
    Change vs previous 13F -42,793 shares

    0.36% of the 13F portfolio, value $30,123,127.

    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 102,722 shares
    Change vs previous 13F +2,710 shares

    0.46% of the 13F portfolio, value $51,642,242.

    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 100,012 shares
    Change vs previous 13F +13,786 shares

    0.49% of the 13F portfolio, value $48,582,637.

    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 86,226 shares
    Change vs previous 13F +5,924 shares

    0.54% of the 13F portfolio, value $45,922,467.

    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 80,302 shares
    Change vs previous 13F +15,879 shares

    0.42% of the 13F portfolio, value $36,399,259.

    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 64,423 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $29,651,178.

    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).