Integrated Wealth Concepts LLC: NNN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Integrated Wealth Concepts LLC on NNN, newest first. How the timeline and the estimate are built.
Integrated Wealth Concepts LLC held 23,414 NNN shares at 2026-06-30 per its 13F-HR/A filed 2026-09-09.
the latest 13F is the newest step
- period ended2026-06-3013F/A 23,414 sharesChange vs previous 13F +10,066 shares
0.01% of the 13F portfolio, value $1,089,432.
13F-HR/A 0001737109-26-000007 filed by Integrated Wealth Concepts LLC
Accepted , ingested - period ended2026-03-3113F 13,348 sharesChange vs previous 13F +4,779 shares
<0.01% of the 13F portfolio, value $561,001.
13F-HR 0001737109-26-000002 filed by Integrated Wealth Concepts LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 8,569 sharesChange vs previous 13F -147 shares
<0.01% of the 13F portfolio, value $339,601.
13F-HR 0001737109-26-000001 filed by Integrated Wealth Concepts LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 8,716 sharesChange vs previous 13F +3,918 shares
<0.01% of the 13F portfolio, value $371,032.
13F-HR 0001737109-25-000007 filed by Integrated Wealth Concepts LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,798 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $207,173.
13F-HR 0001737109-25-000006 filed by Integrated Wealth Concepts LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).