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Integrated Wealth Concepts LLC: GBTC position timeline

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

Integrated Wealth Concepts LLC held 32,673 GBTC 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 32,673 shares
    Change vs previous 13F -1,111 shares

    0.01% of the 13F portfolio, value $1,487,254.

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

  2. period ended2026-03-31
    13F 33,784 shares
    Change vs previous 13F +9,954 shares

    0.01% of the 13F portfolio, value $1,782,418.

    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 23,830 shares
    Change vs previous 13F -13,355 shares

    0.02% of the 13F portfolio, value $1,628,987.

    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 37,185 shares
    Change vs previous 13F +1,337 shares

    0.03% of the 13F portfolio, value $3,338,054.

    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 35,848 shares
    Change vs previous 13F +971 shares

    0.03% of the 13F portfolio, value $3,040,946.

    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 34,877 shares
    Change vs previous 13F -11,895 shares

    0.03% of the 13F portfolio, value $2,272,903.

    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 46,772 shares
    Change vs previous 13F +7,804 shares

    0.04% of the 13F portfolio, value $3,462,030.

    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 38,968 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,967,863.

    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).