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Integrated Wealth Concepts LLC: BSCS position timeline

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

Integrated Wealth Concepts LLC held 218,578 BSCS 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 218,578 shares
    Change vs previous 13F +628 shares

    0.03% of the 13F portfolio, value $4,451,348.

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

  2. period ended2026-03-31
    13F 217,950 shares
    Change vs previous 13F +37,957 shares

    0.04% of the 13F portfolio, value $4,451,192.

    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 179,993 shares
    Change vs previous 13F -15,655 shares

    0.04% of the 13F portfolio, value $3,707,855.

    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 195,648 shares
    Change vs previous 13F +4,357 shares

    0.04% of the 13F portfolio, value $4,024,489.

    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 191,291 shares
    Change vs previous 13F -22,277 shares

    0.04% of the 13F portfolio, value $3,919,562.

    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 213,568 shares
    Change vs previous 13F +39,969 shares

    0.05% of the 13F portfolio, value $4,346,118.

    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 173,599 shares
    Change vs previous 13F +23,549 shares

    0.04% of the 13F portfolio, value $3,494,557.

    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 150,050 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,085,041.

    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).