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Disclosery

Integrated Wealth Concepts LLC: BTC position timeline

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

Integrated Wealth Concepts LLC held 22,683 BTC 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 22,683 shares
    Change vs previous 13F +4,737 shares

    <0.01% of the 13F portfolio, value $588,637.

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

  2. period ended2026-03-31
    13F 17,946 shares
    Change vs previous 13F -2,549 shares

    <0.01% of the 13F portfolio, value $538,190.

    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 20,495 shares
    Change vs previous 13F -7,404 shares

    0.01% of the 13F portfolio, value $793,768.

    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 27,899 shares
    Change vs previous 13F +5,988 shares

    0.01% of the 13F portfolio, value $1,412,525.

    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 21,911 shares
    Change vs previous 13F +1,868 shares

    0.01% of the 13F portfolio, value $1,046,254.

    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 20,043 shares
    Change vs previous 13F +1,137 shares

    0.01% of the 13F portfolio, value $731,370.

    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 18,906 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $791,594.

    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).