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Integrated Wealth Concepts LLC: IBHJ position timeline

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

Integrated Wealth Concepts LLC held 73,955 IBHJ 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 73,955 shares
    Change vs previous 13F +15,558 shares

    0.01% of the 13F portfolio, value $1,957,225.

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

  2. period ended2026-03-31
    13F 58,397 shares
    Change vs previous 13F +8,340 shares

    0.01% of the 13F portfolio, value $1,531,164.

    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 50,057 shares
    Change vs previous 13F +12,096 shares

    0.02% of the 13F portfolio, value $1,331,988.

    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 37,961 shares
    Change vs previous 13F +3,158 shares

    0.01% of the 13F portfolio, value $1,017,342.

    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 34,803 shares
    Change vs previous 13F +5,547 shares

    0.01% of the 13F portfolio, value $927,140.

    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 29,256 shares
    Change vs previous 13F +4,022 shares

    0.01% of the 13F portfolio, value $763,320.

    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 25,234 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $656,962.

    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).