Integrated Wealth Concepts LLC
Position in BIPH — Brookfield Infrastructure Partners L.P.
CIK 1737109
WALTHAM, MA
Position in BIPH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$153,721
+$25,296 QoQ
Shares Held
9,969
+17.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#209
of 349 holders
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BIPH Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $7,285,650 across 6 Utilities - Diversified names. BIPH ranks #4 (2.1% of the industry book) .
All Filings in BIPH
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $153,721 | 9,969 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $128,425 | 8,505 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $156,992 | 9,284 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $138,489 | 8,732 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||