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Integrated Wealth Concepts LLC: BSMR position timeline

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

Integrated Wealth Concepts LLC held 200,752 BSMR 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 200,752 shares
    Change vs previous 13F +4,262 shares

    0.03% of the 13F portfolio, value $4,745,774.

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

  2. period ended2026-03-31
    13F 196,490 shares
    Change vs previous 13F +24,340 shares

    0.04% of the 13F portfolio, value $4,647,773.

    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 172,150 shares
    Change vs previous 13F +17,367 shares

    0.05% of the 13F portfolio, value $4,073,974.

    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 154,783 shares
    Change vs previous 13F +21,688 shares

    0.03% of the 13F portfolio, value $3,662,169.

    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 133,095 shares
    Change vs previous 13F +40,933 shares

    0.03% of the 13F portfolio, value $3,123,733.

    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 92,162 shares
    Change vs previous 13F +24,864 shares

    0.03% of the 13F portfolio, value $2,170,417.

    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 67,298 shares
    Change vs previous 13F +25,716 shares

    0.02% of the 13F portfolio, value $1,588,233.

    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 41,582 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $985,493.

    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).