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Disclosery

Integrated Wealth Concepts LLC: CNH position timeline

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

Integrated Wealth Concepts LLC held 33,915 CNH 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 33,915 shares
    Change vs previous 13F -17,086 shares

    <0.01% of the 13F portfolio, value $380,862.

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

  2. period ended2026-03-31
    13F 51,001 shares
    Change vs previous 13F +20,926 shares

    <0.01% of the 13F portfolio, value $561,014.

    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 30,075 shares
    Change vs previous 13F +10,505 shares

    <0.01% of the 13F portfolio, value $277,294.

    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 19,570 shares
    Change vs previous 13F +77 shares

    <0.01% of the 13F portfolio, value $212,338.

    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 19,493 shares
    Change vs previous 13F +3,350 shares

    <0.01% of the 13F portfolio, value $252,630.

    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 16,143 shares
    Change vs previous 13F +1,772 shares

    <0.01% of the 13F portfolio, value $198,234.

    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 14,371 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $162,823.

    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).