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Integrated Wealth Concepts LLC: MBB position timeline

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

Integrated Wealth Concepts LLC held 175,469 MBB 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 175,469 shares
    Change vs previous 13F +6,131 shares

    0.11% of the 13F portfolio, value $16,585,345.

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

  2. period ended2026-03-31
    13F 169,338 shares
    Change vs previous 13F -115,420 shares

    0.13% of the 13F portfolio, value $16,078,685.

    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 284,758 shares
    Change vs previous 13F -48,381 shares

    0.32% of the 13F portfolio, value $27,114,698.

    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 333,139 shares
    Change vs previous 13F +25,541 shares

    0.28% of the 13F portfolio, value $31,698,201.

    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 307,598 shares
    Change vs previous 13F +58,029 shares

    0.29% of the 13F portfolio, value $28,880,402.

    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 249,569 shares
    Change vs previous 13F +22,325 shares

    0.27% of the 13F portfolio, value $23,404,531.

    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 227,244 shares
    Change vs previous 13F +23,293 shares

    0.24% of the 13F portfolio, value $20,833,744.

    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 203,951 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $19,540,530.

    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).