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Disclosery

Integrated Wealth Concepts LLC: BSMS position timeline

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

Integrated Wealth Concepts LLC held 167,429 BSMS 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 167,429 shares
    Change vs previous 13F +11,402 shares

    0.03% of the 13F portfolio, value $3,924,542.

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

  2. period ended2026-03-31
    13F 156,027 shares
    Change vs previous 13F +14,644 shares

    0.03% of the 13F portfolio, value $3,650,291.

    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 141,383 shares
    Change vs previous 13F +23,248 shares

    0.04% of the 13F portfolio, value $3,322,492.

    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 118,135 shares
    Change vs previous 13F +21,139 shares

    0.02% of the 13F portfolio, value $2,766,142.

    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 96,996 shares
    Change vs previous 13F +23,173 shares

    0.02% of the 13F portfolio, value $2,253,220.

    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 73,823 shares
    Change vs previous 13F +12,147 shares

    0.02% of the 13F portfolio, value $1,710,850.

    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 61,676 shares
    Change vs previous 13F +25,823 shares

    0.02% of the 13F portfolio, value $1,438,901.

    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 35,853 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $845,414.

    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).