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Disclosery

Integrated Wealth Concepts LLC: NAD position timeline

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

Integrated Wealth Concepts LLC held 25,733 NAD 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 25,733 shares
    Change vs previous 13F +491 shares

    <0.01% of the 13F portfolio, value $311,884.

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

  2. period ended2026-03-31
    13F 25,242 shares
    Change vs previous 13F +530 shares

    <0.01% of the 13F portfolio, value $290,283.

    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 24,712 shares
    Change vs previous 13F -688 shares

    <0.01% of the 13F portfolio, value $297,038.

    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 25,400 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $296,926.

    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 25,400 shares
    Change vs previous 13F -70 shares

    <0.01% of the 13F portfolio, value $286,766.

    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 25,470 shares
    Change vs previous 13F -942 shares

    <0.01% of the 13F portfolio, value $293,414.

    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 26,412 shares
    Change vs previous 13F -3,794 shares

    <0.01% of the 13F portfolio, value $307,964.

    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 30,206 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $373,950.

    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).