Skip to content
Disclosery

Integrated Wealth Concepts LLC: BUFR position timeline

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

Integrated Wealth Concepts LLC held 1,216,069 BUFR 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 1,216,069 shares
    Change vs previous 13F -13,189 shares

    0.29% of the 13F portfolio, value $44,423,019.

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

  2. period ended2026-03-31
    13F 1,229,258 shares
    Change vs previous 13F +171,034 shares

    0.33% of the 13F portfolio, value $41,512,066.

    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 1,058,224 shares
    Change vs previous 13F +153,800 shares

    0.43% of the 13F portfolio, value $36,254,779.

    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 904,424 shares
    Change vs previous 13F +23,501 shares

    0.27% of the 13F portfolio, value $30,225,888.

    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 880,923 shares
    Change vs previous 13F +40,788 shares

    0.28% of the 13F portfolio, value $28,013,345.

    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 840,135 shares
    Change vs previous 13F +99,322 shares

    0.29% of the 13F portfolio, value $24,943,604.

    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 740,813 shares
    Change vs previous 13F +89,452 shares

    0.26% of the 13F portfolio, value $22,572,572.

    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 651,361 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $19,469,200.

    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).