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Integrated Wealth Concepts LLC: NEM position timeline

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

Integrated Wealth Concepts LLC held 58,415 NEM 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 58,415 shares
    Change vs previous 13F +2,218 shares

    0.04% of the 13F portfolio, value $5,455,954.

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

  2. period ended2026-03-31
    13F 56,197 shares
    Change vs previous 13F +22,891 shares

    0.05% of the 13F portfolio, value $6,083,301.

    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 33,306 shares
    Change vs previous 13F +612 shares

    0.04% of the 13F portfolio, value $3,325,597.

    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 32,694 shares
    Change vs previous 13F +2,225 shares

    0.02% of the 13F portfolio, value $2,756,456.

    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 30,469 shares
    Change vs previous 13F +4,213 shares

    0.02% of the 13F portfolio, value $1,775,129.

    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 26,256 shares
    Change vs previous 13F +9,452 shares

    0.01% of the 13F portfolio, value $1,267,641.

    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 16,804 shares
    Change vs previous 13F -697 shares

    0.01% of the 13F portfolio, value $625,435.

    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 17,501 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $935,410.

    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).