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Integrated Wealth Concepts LLC: BSJQ position timeline

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

Integrated Wealth Concepts LLC held 122,245 BSJQ 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 122,245 shares
    Change vs previous 13F -10,300 shares

    0.02% of the 13F portfolio, value $2,806,144.

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

  2. period ended2026-03-31
    13F 132,545 shares
    Change vs previous 13F -26,534 shares

    0.02% of the 13F portfolio, value $3,071,726.

    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 159,079 shares
    Change vs previous 13F -8,138 shares

    0.04% of the 13F portfolio, value $3,712,924.

    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 167,217 shares
    Change vs previous 13F -10,534 shares

    0.03% of the 13F portfolio, value $3,913,720.

    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 177,751 shares
    Change vs previous 13F -16,049 shares

    0.04% of the 13F portfolio, value $4,146,940.

    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 193,800 shares
    Change vs previous 13F -3,334 shares

    0.05% of the 13F portfolio, value $4,494,212.

    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 197,134 shares
    Change vs previous 13F -7,108 shares

    0.05% of the 13F portfolio, value $4,588,281.

    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 204,242 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,790,494.

    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).