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Integrated Wealth Concepts LLC: BTT position timeline

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

Integrated Wealth Concepts LLC held 28,405 BTT 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 28,405 shares
    Change vs previous 13F -5 shares

    <0.01% of the 13F portfolio, value $646,214.

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

  2. period ended2026-03-31
    13F 28,410 shares
    Change vs previous 13F +73 shares

    0.01% of the 13F portfolio, value $644,907.

    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 28,337 shares
    Change vs previous 13F -3,018 shares

    0.01% of the 13F portfolio, value $646,650.

    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 31,355 shares
    Change vs previous 13F -264 shares

    0.01% of the 13F portfolio, value $704,233.

    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 31,619 shares
    Change vs previous 13F -389 shares

    0.01% of the 13F portfolio, value $692,139.

    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 32,008 shares
    Change vs previous 13F -3,875 shares

    0.01% of the 13F portfolio, value $679,531.

    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 35,883 shares
    Change vs previous 13F -3,085 shares

    0.01% of the 13F portfolio, value $738,830.

    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 38,968 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $842,487.

    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).