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Integrated Wealth Concepts LLC: BUFZ position timeline

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

Integrated Wealth Concepts LLC held 113,051 BUFZ 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 113,051 shares
    Change vs previous 13F +27,975 shares

    0.02% of the 13F portfolio, value $3,157,520.

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

  2. period ended2026-03-31
    13F 85,076 shares
    Change vs previous 13F +7,472 shares

    0.02% of the 13F portfolio, value $2,234,957.

    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 77,604 shares
    Change vs previous 13F -29,653 shares

    0.02% of the 13F portfolio, value $2,058,836.

    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 107,257 shares
    Change vs previous 13F +12,128 shares

    0.02% of the 13F portfolio, value $2,777,962.

    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 95,129 shares
    Change vs previous 13F +4,750 shares

    0.02% of the 13F portfolio, value $2,371,582.

    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 90,379 shares
    Change vs previous 13F +20,608 shares

    0.02% of the 13F portfolio, value $2,123,929.

    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 69,771 shares
    Change vs previous 13F +1,178 shares

    0.02% of the 13F portfolio, value $1,666,827.

    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 68,593 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,614,680.

    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).