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Integrated Wealth Concepts LLC: BSMU position timeline

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

Integrated Wealth Concepts LLC held 62,608 BSMU 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 62,608 shares
    Change vs previous 13F +14,293 shares

    0.01% of the 13F portfolio, value $1,372,277.

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

  2. period ended2026-03-31
    13F 48,315 shares
    Change vs previous 13F +776 shares

    0.01% of the 13F portfolio, value $1,053,917.

    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 47,539 shares
    Change vs previous 13F -23,710 shares

    0.01% of the 13F portfolio, value $1,047,036.

    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 71,249 shares
    Change vs previous 13F +23,985 shares

    0.01% of the 13F portfolio, value $1,561,780.

    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 47,264 shares
    Change vs previous 13F +9,843 shares

    0.01% of the 13F portfolio, value $1,016,172.

    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 37,421 shares
    Change vs previous 13F -7,811 shares

    0.01% of the 13F portfolio, value $807,546.

    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 45,232 shares
    Change vs previous 13F +27,681 shares

    0.01% of the 13F portfolio, value $982,443.

    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 17,551 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $388,746.

    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).