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Integrated Wealth Concepts LLC: BSV position timeline

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

Integrated Wealth Concepts LLC held 151,784 BSV 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 151,784 shares
    Change vs previous 13F +13,506 shares

    0.08% of the 13F portfolio, value $11,825,501.

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

  2. period ended2026-03-31
    13F 138,278 shares
    Change vs previous 13F +93,765 shares

    0.09% of the 13F portfolio, value $10,842,343.

    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 44,513 shares
    Change vs previous 13F -14,614 shares

    0.04% of the 13F portfolio, value $3,508,096.

    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 59,127 shares
    Change vs previous 13F -422 shares

    0.04% of the 13F portfolio, value $4,665,703.

    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 59,549 shares
    Change vs previous 13F +5,484 shares

    0.05% of the 13F portfolio, value $4,686,512.

    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 54,065 shares
    Change vs previous 13F -8,729 shares

    0.05% of the 13F portfolio, value $4,232,172.

    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 62,794 shares
    Change vs previous 13F +5,281 shares

    0.06% of the 13F portfolio, value $4,852,057.

    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 57,513 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,525,714.

    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).