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Integrated Wealth Concepts LLC: NOV position timeline

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

Integrated Wealth Concepts LLC held 14,838 NOV 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 14,838 shares
    Change vs previous 13F +1,683 shares

    <0.01% of the 13F portfolio, value $275,241.

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

  2. period ended2026-03-31
    13F 13,155 shares
    Change vs previous 13F -196,072 shares

    <0.01% of the 13F portfolio, value $247,448.

    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 209,227 shares
    Change vs previous 13F +97 shares

    0.04% of the 13F portfolio, value $3,270,214.

    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 209,130 shares
    Change vs previous 13F -5,708 shares

    0.02% of the 13F portfolio, value $2,770,979.

    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 214,838 shares
    Change vs previous 13F +37,737 shares

    0.03% of the 13F portfolio, value $2,670,437.

    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 177,101 shares
    Change vs previous 13F -2,185 shares

    0.03% of the 13F portfolio, value $2,695,477.

    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 179,286 shares
    Change vs previous 13F +3,106 shares

    0.03% of the 13F portfolio, value $2,617,576.

    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 176,180 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,813,594.

    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).