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Disclosery

Integrated Wealth Concepts LLC: BSL position timeline

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

Integrated Wealth Concepts LLC held 99,074 BSL 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 99,074 shares
    Change vs previous 13F -3,508 shares

    0.01% of the 13F portfolio, value $1,283,007.

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

  2. period ended2026-03-31
    13F 102,582 shares
    Change vs previous 13F -18,649 shares

    0.01% of the 13F portfolio, value $1,328,444.

    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 121,231 shares
    Change vs previous 13F -19,019 shares

    0.02% of the 13F portfolio, value $1,636,682.

    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 140,250 shares
    Change vs previous 13F -5,612 shares

    0.02% of the 13F portfolio, value $1,971,905.

    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 145,862 shares
    Change vs previous 13F -7,918 shares

    0.02% of the 13F portfolio, value $2,085,849.

    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 153,780 shares
    Change vs previous 13F -25,443 shares

    0.03% of the 13F portfolio, value $2,172,913.

    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 179,223 shares
    Change vs previous 13F -3,542 shares

    0.03% of the 13F portfolio, value $2,570,053.

    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 182,765 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,580,645.

    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).