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Integrated Wealth Concepts LLC: NET position timeline

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

Integrated Wealth Concepts LLC held 8,747 NET 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 8,747 shares
    Change vs previous 13F +3,601 shares

    0.01% of the 13F portfolio, value $2,145,362.

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

  2. period ended2026-03-31
    13F 5,146 shares
    Change vs previous 13F +760 shares

    0.01% of the 13F portfolio, value $1,061,791.

    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 4,386 shares
    Change vs previous 13F -6,044 shares

    0.01% of the 13F portfolio, value $864,670.

    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 10,430 shares
    Change vs previous 13F +309 shares

    0.02% of the 13F portfolio, value $2,238,141.

    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 10,121 shares
    Change vs previous 13F +1,176 shares

    0.02% of the 13F portfolio, value $1,981,962.

    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 8,945 shares
    Change vs previous 13F -123 shares

    0.01% of the 13F portfolio, value $1,007,991.

    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 9,068 shares
    Change vs previous 13F +3,388 shares

    0.01% of the 13F portfolio, value $976,442.

    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 5,680 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $459,454.

    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).