Integrated Wealth Concepts LLC
Position in BKSE — BNY Mellon US Small Cap Core Equity ETF
CIK 1737109
WALTHAM, MA
All Filings in BKSE
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-09-30 BKSE | $272,321 | 7,415 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 BKSE | $243,979 | 7,326 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 BKSE | $217,365 | 6,990 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 BKSE | $232,195 | 6,909 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 BKSE | $248,354 | 7,344 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 BKSE | $227,754 | 7,371 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 BKSE | $480,011 | 14,991 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 BKSE | $460,103 | 14,763 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 BKSE | $379,417 | 13,980 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 BKSE | $386,745 | 13,551 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 BKSE | $1,098 | 13,511 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 BKSE | $881 | 11,361 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 BKSE | $201,209 | 8,339 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 BKSE | $196,245 | 7,820 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 BKSE | $204,885 | 6,783 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 BKSE | $200,550 | 6,232 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 BKSE | $168,684 | 5,396 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 BKSE | $153,070 | 4,709 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 BKSE | $136,183 | 4,342 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||