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Integrated Wealth Concepts LLC: BSCW position timeline

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

Integrated Wealth Concepts LLC held 15,476 BSCW 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 15,476 shares
    Change vs previous 13F -1,734 shares

    <0.01% of the 13F portfolio, value $317,406.

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

  2. period ended2026-03-31
    13F 17,210 shares
    Change vs previous 13F +196 shares

    <0.01% of the 13F portfolio, value $354,326.

    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 17,014 shares
    Change vs previous 13F +201 shares

    <0.01% of the 13F portfolio, value $355,157.

    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 16,813 shares
    Change vs previous 13F +203 shares

    <0.01% of the 13F portfolio, value $351,066.

    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 16,610 shares
    Change vs previous 13F +210 shares

    <0.01% of the 13F portfolio, value $342,170.

    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 16,400 shares
    Change vs previous 13F +2,808 shares

    <0.01% of the 13F portfolio, value $334,067.

    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 13,592 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $273,335.

    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 13,592 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $285,024.

    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).