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Integrated Wealth Concepts LLC: BSMV position timeline

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

Integrated Wealth Concepts LLC held 54,498 BSMV 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 54,498 shares
    Change vs previous 13F +10,352 shares

    0.01% of the 13F portfolio, value $1,143,633.

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

  2. period ended2026-03-31
    13F 44,146 shares
    Change vs previous 13F +9,628 shares

    0.01% of the 13F portfolio, value $921,780.

    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 34,518 shares
    Change vs previous 13F -24,628 shares

    0.01% of the 13F portfolio, value $729,537.

    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 59,146 shares
    Change vs previous 13F +20,598 shares

    0.01% of the 13F portfolio, value $1,242,660.

    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 38,548 shares
    Change vs previous 13F +72 shares

    0.01% of the 13F portfolio, value $794,858.

    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 38,476 shares
    Change vs previous 13F -7,714 shares

    0.01% of the 13F portfolio, value $797,611.

    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 46,190 shares
    Change vs previous 13F +28,746 shares

    0.01% of the 13F portfolio, value $966,759.

    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 17,444 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $371,647.

    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).