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Integrated Wealth Concepts LLC: BSCT position timeline

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

Integrated Wealth Concepts LLC held 160,831 BSCT 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 160,831 shares
    Change vs previous 13F +24,034 shares

    0.02% of the 13F portfolio, value $2,987,443.

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

  2. period ended2026-03-31
    13F 136,797 shares
    Change vs previous 13F +45,617 shares

    0.02% of the 13F portfolio, value $2,552,685.

    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 91,180 shares
    Change vs previous 13F -5,784 shares

    0.02% of the 13F portfolio, value $1,717,379.

    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 96,964 shares
    Change vs previous 13F +7,848 shares

    0.02% of the 13F portfolio, value $1,823,903.

    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 89,116 shares
    Change vs previous 13F +20,516 shares

    0.02% of the 13F portfolio, value $1,666,469.

    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 68,600 shares
    Change vs previous 13F +23,017 shares

    0.01% of the 13F portfolio, value $1,271,163.

    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 45,583 shares
    Change vs previous 13F +10,901 shares

    0.01% of the 13F portfolio, value $835,988.

    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 34,682 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $652,366.

    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).