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Integrated Wealth Concepts LLC: BSCQ position timeline

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

Integrated Wealth Concepts LLC held 249,137 BSCQ 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 249,137 shares
    Change vs previous 13F -27,849 shares

    0.03% of the 13F portfolio, value $4,864,405.

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

  2. period ended2026-03-31
    13F 276,986 shares
    Change vs previous 13F +51,179 shares

    0.04% of the 13F portfolio, value $5,409,540.

    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 225,807 shares
    Change vs previous 13F +11,342 shares

    0.05% of the 13F portfolio, value $4,420,164.

    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 214,465 shares
    Change vs previous 13F -114,107 shares

    0.04% of the 13F portfolio, value $4,194,937.

    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 328,572 shares
    Change vs previous 13F -41,070 shares

    0.06% of the 13F portfolio, value $6,413,728.

    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 369,642 shares
    Change vs previous 13F +25,533 shares

    0.08% of the 13F portfolio, value $7,200,619.

    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 344,109 shares
    Change vs previous 13F +28,409 shares

    0.08% of the 13F portfolio, value $6,686,041.

    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 315,700 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $6,175,092.

    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).