Skip to content
Disclosery

Integrated Wealth Concepts LLC: BSMQ position timeline

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

Integrated Wealth Concepts LLC held 179,413 BSMQ 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 179,413 shares
    Change vs previous 13F -13,439 shares

    0.03% of the 13F portfolio, value $4,224,263.

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

  2. period ended2026-03-31
    13F 192,852 shares
    Change vs previous 13F +6,602 shares

    0.04% of the 13F portfolio, value $4,556,121.

    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 186,250 shares
    Change vs previous 13F +14,390 shares

    0.05% of the 13F portfolio, value $4,403,874.

    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 171,860 shares
    Change vs previous 13F +22,772 shares

    0.04% of the 13F portfolio, value $4,060,201.

    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 149,088 shares
    Change vs previous 13F +36,607 shares

    0.04% of the 13F portfolio, value $3,512,516.

    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 112,481 shares
    Change vs previous 13F +21,906 shares

    0.03% of the 13F portfolio, value $2,655,682.

    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 90,575 shares
    Change vs previous 13F +34,433 shares

    0.02% of the 13F portfolio, value $2,134,854.

    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 56,142 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,332,817.

    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).