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Integrated Wealth Concepts LLC: IBIT position timeline

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

Integrated Wealth Concepts LLC held 408,760 IBIT 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 408,760 shares
    Change vs previous 13F +81,152 shares

    0.09% of the 13F portfolio, value $13,607,634.

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

  2. period ended2026-03-31
    13F 327,608 shares
    Change vs previous 13F +222,722 shares

    0.1% of the 13F portfolio, value $12,586,696.

    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 104,886 shares
    Change vs previous 13F -75,687 shares

    0.06% of the 13F portfolio, value $5,207,588.

    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 180,573 shares
    Change vs previous 13F +62,896 shares

    0.1% of the 13F portfolio, value $11,737,227.

    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 117,677 shares
    Change vs previous 13F +10,367 shares

    0.07% of the 13F portfolio, value $7,203,030.

    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 107,310 shares
    Change vs previous 13F +46,912 shares

    0.06% of the 13F portfolio, value $5,023,200.

    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 60,398 shares
    Change vs previous 13F +22,846 shares

    0.04% of the 13F portfolio, value $3,204,091.

    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 37,552 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,356,760.

    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).