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Integrated Wealth Concepts LLC: NMAI position timeline

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

Integrated Wealth Concepts LLC held 11,000 NMAI 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 11,000 shares
    Change vs previous 13F -10,780 shares

    <0.01% of the 13F portfolio, value $155,872.

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

  2. period ended2026-03-31
    13F 21,780 shares
    Change vs previous 13F +3,642 shares

    <0.01% of the 13F portfolio, value $270,074.

    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 18,138 shares
    Change vs previous 13F -4,043 shares

    <0.01% of the 13F portfolio, value $236,521.

    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 22,181 shares
    Change vs previous 13F +3,061 shares

    <0.01% of the 13F portfolio, value $287,911.

    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 19,120 shares
    Change vs previous 13F -1,821 shares

    <0.01% of the 13F portfolio, value $241,487.

    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 20,941 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $251,712.

    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 20,941 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $252,132.

    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 20,941 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $276,842.

    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).