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Integrated Wealth Concepts LLC: NBBK position timeline

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

Integrated Wealth Concepts LLC held 47,691 NBBK 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 47,691 shares
    Change vs previous 13F -236 shares

    0.01% of the 13F portfolio, value $1,007,711.

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

  2. period ended2026-03-31
    13F 47,927 shares
    Change vs previous 13F +331 shares

    0.01% of the 13F portfolio, value $1,009,822.

    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 47,596 shares
    Change vs previous 13F +482 shares

    0.01% of the 13F portfolio, value $943,353.

    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 47,114 shares
    Change vs previous 13F -2,626 shares

    0.01% of the 13F portfolio, value $831,562.

    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 49,740 shares
    Change vs previous 13F -2,630 shares

    0.01% of the 13F portfolio, value $888,357.

    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 52,370 shares
    Change vs previous 13F -12,034 shares

    0.01% of the 13F portfolio, value $946,326.

    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 64,404 shares
    Change vs previous 13F -9,837 shares

    0.01% of the 13F portfolio, value $1,163,137.

    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 74,241 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,377,913.

    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).