Skip to content
Disclosery

Integrated Wealth Concepts LLC: BTI position timeline

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

Integrated Wealth Concepts LLC held 47,292 BTI 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 47,292 shares
    Change vs previous 13F +2,980 shares

    0.02% of the 13F portfolio, value $2,920,739.

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

  2. period ended2026-03-31
    13F 44,312 shares
    Change vs previous 13F +19,341 shares

    0.02% of the 13F portfolio, value $2,590,903.

    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 24,971 shares
    Change vs previous 13F -1,390 shares

    0.02% of the 13F portfolio, value $1,413,872.

    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 26,361 shares
    Change vs previous 13F +8,504 shares

    0.01% of the 13F portfolio, value $1,399,257.

    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 17,857 shares
    Change vs previous 13F +2,509 shares

    0.01% of the 13F portfolio, value $845,177.

    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 15,348 shares
    Change vs previous 13F +638 shares

    0.01% of the 13F portfolio, value $634,957.

    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 14,710 shares
    Change vs previous 13F +1,820 shares

    0.01% of the 13F portfolio, value $534,263.

    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 12,890 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $471,514.

    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).