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Integrated Wealth Concepts LLC: NGG position timeline

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

Integrated Wealth Concepts LLC held 13,667 NGG 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 13,667 shares
    Change vs previous 13F -2,792 shares

    0.01% of the 13F portfolio, value $1,132,613.

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

  2. period ended2026-03-31
    13F 16,459 shares
    Change vs previous 13F +4,852 shares

    0.01% of the 13F portfolio, value $1,392,422.

    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 11,607 shares
    Change vs previous 13F +4,913 shares

    0.01% of the 13F portfolio, value $897,772.

    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 6,694 shares
    Change vs previous 13F +125 shares

    <0.01% of the 13F portfolio, value $486,467.

    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 6,569 shares
    Change vs previous 13F +310 shares

    <0.01% of the 13F portfolio, value $488,825.

    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 6,259 shares
    Change vs previous 13F -628 shares

    <0.01% of the 13F portfolio, value $410,622.

    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 6,887 shares
    Change vs previous 13F -275 shares

    <0.01% of the 13F portfolio, value $409,226.

    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 7,162 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $498,971.

    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).