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Integrated Wealth Concepts LLC: JBND position timeline

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

Integrated Wealth Concepts LLC held 263,754 JBND 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 263,754 shares
    Change vs previous 13F +25,039 shares

    0.09% of the 13F portfolio, value $14,110,915.

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

  2. period ended2026-03-31
    13F 238,715 shares
    Change vs previous 13F +126,829 shares

    0.1% of the 13F portfolio, value $12,835,706.

    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 111,886 shares
    Change vs previous 13F -70,217 shares

    0.07% of the 13F portfolio, value $6,049,711.

    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 182,103 shares
    Change vs previous 13F +98,220 shares

    0.09% of the 13F portfolio, value $9,862,684.

    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 83,883 shares
    Change vs previous 13F +26,873 shares

    0.05% of the 13F portfolio, value $4,495,293.

    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 57,010 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,051,161.

    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).