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Integrated Wealth Concepts LLC: BSCR position timeline

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

Integrated Wealth Concepts LLC held 267,601 BSCR 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 267,601 shares
    Change vs previous 13F +4,621 shares

    0.03% of the 13F portfolio, value $5,248,987.

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

  2. period ended2026-03-31
    13F 262,980 shares
    Change vs previous 13F +27,463 shares

    0.04% of the 13F portfolio, value $5,160,984.

    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 235,517 shares
    Change vs previous 13F +5,523 shares

    0.06% of the 13F portfolio, value $4,649,098.

    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 229,994 shares
    Change vs previous 13F -60,195 shares

    0.04% of the 13F portfolio, value $4,533,175.

    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 290,189 shares
    Change vs previous 13F +5,533 shares

    0.06% of the 13F portfolio, value $5,702,209.

    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 284,656 shares
    Change vs previous 13F +28,402 shares

    0.07% of the 13F portfolio, value $5,576,421.

    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 256,254 shares
    Change vs previous 13F +18,952 shares

    0.06% of the 13F portfolio, value $4,991,824.

    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 237,302 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,679,589.

    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).