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Integrated Wealth Concepts LLC: BSMT position timeline

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

Integrated Wealth Concepts LLC held 154,554 BSMT 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 154,554 shares
    Change vs previous 13F +19,148 shares

    0.02% of the 13F portfolio, value $3,559,383.

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

  2. period ended2026-03-31
    13F 135,406 shares
    Change vs previous 13F +22,449 shares

    0.02% of the 13F portfolio, value $3,117,564.

    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 112,957 shares
    Change vs previous 13F +24,475 shares

    0.03% of the 13F portfolio, value $2,614,963.

    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 88,482 shares
    Change vs previous 13F +22,565 shares

    0.02% of the 13F portfolio, value $2,043,932.

    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 65,917 shares
    Change vs previous 13F +9,667 shares

    0.02% of the 13F portfolio, value $1,496,972.

    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 56,250 shares
    Change vs previous 13F +5,587 shares

    0.01% of the 13F portfolio, value $1,279,122.

    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 50,663 shares
    Change vs previous 13F +26,312 shares

    0.01% of the 13F portfolio, value $1,162,204.

    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 24,351 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $566,647.

    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).