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Integrated Wealth Concepts LLC: BUFD position timeline

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

Integrated Wealth Concepts LLC held 380,738 BUFD 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 380,738 shares
    Change vs previous 13F +151,295 shares

    0.07% of the 13F portfolio, value $11,315,539.

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

  2. period ended2026-03-31
    13F 229,443 shares
    Change vs previous 13F +52,337 shares

    0.05% of the 13F portfolio, value $6,424,401.

    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 177,106 shares
    Change vs previous 13F +15,840 shares

    0.06% of the 13F portfolio, value $5,001,481.

    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 161,266 shares
    Change vs previous 13F +26,284 shares

    0.04% of the 13F portfolio, value $4,457,400.

    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 134,982 shares
    Change vs previous 13F +17,871 shares

    0.04% of the 13F portfolio, value $3,585,138.

    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 117,111 shares
    Change vs previous 13F +9,763 shares

    0.03% of the 13F portfolio, value $2,921,920.

    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 107,348 shares
    Change vs previous 13F +6,625 shares

    0.03% of the 13F portfolio, value $2,739,534.

    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 100,723 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,522,111.

    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).