Skip to content
Disclosery

Integrated Wealth Concepts LLC: NEE position timeline

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

Integrated Wealth Concepts LLC held 63,364 NEE 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 63,364 shares
    Change vs previous 13F -12,509 shares

    0.04% of the 13F portfolio, value $5,561,440.

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

  2. period ended2026-03-31
    13F 75,873 shares
    Change vs previous 13F +31,748 shares

    0.06% of the 13F portfolio, value $7,047,117.

    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 44,125 shares
    Change vs previous 13F -26,956 shares

    0.04% of the 13F portfolio, value $3,542,330.

    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 71,081 shares
    Change vs previous 13F +3,247 shares

    0.05% of the 13F portfolio, value $5,365,884.

    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 67,834 shares
    Change vs previous 13F +1,562 shares

    0.05% of the 13F portfolio, value $4,709,055.

    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 66,272 shares
    Change vs previous 13F -155 shares

    0.05% of the 13F portfolio, value $4,698,060.

    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 66,427 shares
    Change vs previous 13F +21,964 shares

    0.06% of the 13F portfolio, value $4,762,186.

    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 44,463 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,758,484.

    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).