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Integrated Wealth Concepts LLC: BSMW position timeline

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

Integrated Wealth Concepts LLC held 30,147 BSMW 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 30,147 shares
    Change vs previous 13F +3,499 shares

    <0.01% of the 13F portfolio, value $757,904.

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

  2. period ended2026-03-31
    13F 26,648 shares
    Change vs previous 13F +1,540 shares

    0.01% of the 13F portfolio, value $662,303.

    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 25,108 shares
    Change vs previous 13F -24,058 shares

    0.01% of the 13F portfolio, value $630,469.

    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 49,166 shares
    Change vs previous 13F +17,034 shares

    0.01% of the 13F portfolio, value $1,227,918.

    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 32,132 shares
    Change vs previous 13F +65 shares

    0.01% of the 13F portfolio, value $786,596.

    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 32,067 shares
    Change vs previous 13F -4,986 shares

    0.01% of the 13F portfolio, value $788,855.

    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 37,053 shares
    Change vs previous 13F +23,897 shares

    0.01% of the 13F portfolio, value $929,657.

    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 13,156 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $337,175.

    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).