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Integrated Wealth Concepts LLC: BSJS position timeline

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

Integrated Wealth Concepts LLC held 39,549 BSJS 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 39,549 shares
    Change vs previous 13F +1,382 shares

    0.01% of the 13F portfolio, value $860,003.

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

  2. period ended2026-03-31
    13F 38,167 shares
    Change vs previous 13F +2,651 shares

    0.01% of the 13F portfolio, value $827,656.

    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 35,516 shares
    Change vs previous 13F +2,345 shares

    0.01% of the 13F portfolio, value $781,361.

    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 33,171 shares
    Change vs previous 13F +367 shares

    0.01% of the 13F portfolio, value $732,414.

    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 32,804 shares
    Change vs previous 13F +2,008 shares

    0.01% of the 13F portfolio, value $723,329.

    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 30,796 shares
    Change vs previous 13F +5,530 shares

    0.01% of the 13F portfolio, value $666,417.

    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 25,266 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $547,776.

    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).