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Integrated Wealth Concepts LLC: BUFQ position timeline

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

Integrated Wealth Concepts LLC held 305,295 BUFQ 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 305,295 shares
    Change vs previous 13F +7,687 shares

    0.08% of the 13F portfolio, value $11,988,936.

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

  2. period ended2026-03-31
    13F 297,608 shares
    Change vs previous 13F +12,587 shares

    0.08% of the 13F portfolio, value $10,511,503.

    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 285,021 shares
    Change vs previous 13F +3,244 shares

    0.12% of the 13F portfolio, value $10,215,171.

    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 281,777 shares
    Change vs previous 13F +61,897 shares

    0.09% of the 13F portfolio, value $9,817,132.

    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 219,880 shares
    Change vs previous 13F +15,725 shares

    0.07% of the 13F portfolio, value $7,300,012.

    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 204,155 shares
    Change vs previous 13F -3,657 shares

    0.07% of the 13F portfolio, value $6,096,066.

    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 207,812 shares
    Change vs previous 13F +31,018 shares

    0.08% of the 13F portfolio, value $6,531,526.

    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 176,794 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $5,365,740.

    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).