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Disclosery

Integrated Wealth Concepts LLC: BX position timeline

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

Integrated Wealth Concepts LLC held 60,802 BX 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 60,802 shares
    Change vs previous 13F -2,188 shares

    0.05% of the 13F portfolio, value $7,154,538.

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

  2. period ended2026-03-31
    13F 62,990 shares
    Change vs previous 13F +35,246 shares

    0.06% of the 13F portfolio, value $7,243,259.

    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 27,744 shares
    Change vs previous 13F -26,492 shares

    0.05% of the 13F portfolio, value $4,276,529.

    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 54,236 shares
    Change vs previous 13F +5,598 shares

    0.08% of the 13F portfolio, value $9,266,209.

    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 48,638 shares
    Change vs previous 13F -3,102 shares

    0.07% of the 13F portfolio, value $7,275,314.

    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 51,740 shares
    Change vs previous 13F +18,396 shares

    0.08% of the 13F portfolio, value $7,232,175.

    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 33,344 shares
    Change vs previous 13F +2,673 shares

    0.07% of the 13F portfolio, value $5,749,178.

    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 30,671 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,696,636.

    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).