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Disclosery

Integrated Wealth Concepts LLC: NFJ position timeline

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

Integrated Wealth Concepts LLC held 55,427 NFJ 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 55,427 shares
    Change vs previous 13F -68,672 shares

    0.01% of the 13F portfolio, value $841,929.

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

  2. period ended2026-03-31
    13F 124,099 shares
    Change vs previous 13F -8,260 shares

    0.01% of the 13F portfolio, value $1,564,885.

    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 132,359 shares
    Change vs previous 13F -7,220 shares

    0.02% of the 13F portfolio, value $1,706,109.

    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 139,579 shares
    Change vs previous 13F -2,551 shares

    0.02% of the 13F portfolio, value $1,815,927.

    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 142,130 shares
    Change vs previous 13F -235 shares

    0.02% of the 13F portfolio, value $1,762,416.

    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 142,365 shares
    Change vs previous 13F -9,461 shares

    0.02% of the 13F portfolio, value $1,726,891.

    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 151,826 shares
    Change vs previous 13F -2,315 shares

    0.02% of the 13F portfolio, value $1,917,566.

    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 154,141 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,010,002.

    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).