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Integrated Wealth Concepts LLC: BUFY position timeline

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

Integrated Wealth Concepts LLC held 85,211 BUFY 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 85,211 shares
    Change vs previous 13F +18,356 shares

    0.01% of the 13F portfolio, value $1,994,623.

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

  2. period ended2026-03-31
    13F 66,855 shares
    Change vs previous 13F +6,344 shares

    0.01% of the 13F portfolio, value $1,496,226.

    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 60,511 shares
    Change vs previous 13F +6,676 shares

    0.02% of the 13F portfolio, value $1,345,755.

    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 53,835 shares
    Change vs previous 13F +27,255 shares

    0.01% of the 13F portfolio, value $1,169,838.

    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 26,580 shares
    Change vs previous 13F +14,105 shares

    0.01% of the 13F portfolio, value $560,581.

    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 12,475 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $246,509.

    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).