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Integrated Wealth Concepts LLC: BUFG position timeline

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

Integrated Wealth Concepts LLC held 106,394 BUFG 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 106,394 shares
    Change vs previous 13F +1,359 shares

    0.02% of the 13F portfolio, value $3,119,004.

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

  2. period ended2026-03-31
    13F 105,035 shares
    Change vs previous 13F -851 shares

    0.02% of the 13F portfolio, value $2,821,239.

    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 105,886 shares
    Change vs previous 13F +6,829 shares

    0.03% of the 13F portfolio, value $2,913,976.

    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 99,057 shares
    Change vs previous 13F -46,446 shares

    0.02% of the 13F portfolio, value $2,668,589.

    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 145,503 shares
    Change vs previous 13F +6,143 shares

    0.04% of the 13F portfolio, value $3,716,159.

    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 139,360 shares
    Change vs previous 13F -2,539 shares

    0.04% of the 13F portfolio, value $3,315,092.

    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 141,899 shares
    Change vs previous 13F +3,290 shares

    0.04% of the 13F portfolio, value $3,476,521.

    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 138,609 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,341,859.

    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).