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Integrated Wealth Concepts LLC: NIO position timeline

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

Integrated Wealth Concepts LLC held 17,825 NIO 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 17,825 shares
    Change vs previous 13F -7,437 shares

    <0.01% of the 13F portfolio, value $90,195.

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

  2. period ended2026-03-31
    13F 25,262 shares
    Change vs previous 13F +1,548 shares

    <0.01% of the 13F portfolio, value $152,330.

    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 23,714 shares
    Change vs previous 13F -3,202 shares

    <0.01% of the 13F portfolio, value $120,943.

    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 26,916 shares
    Change vs previous 13F +142 shares

    <0.01% of the 13F portfolio, value $205,101.

    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 26,774 shares
    Change vs previous 13F +1,782 shares

    <0.01% of the 13F portfolio, value $91,835.

    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 24,992 shares
    Change vs previous 13F -19,337 shares

    <0.01% of the 13F portfolio, value $95,220.

    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 44,329 shares
    Change vs previous 13F -5,877 shares

    <0.01% of the 13F portfolio, value $193,276.

    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 50,206 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $335,376.

    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).