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Integrated Wealth Concepts LLC: NOW position timeline

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

Integrated Wealth Concepts LLC held 177,812 NOW 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 177,812 shares
    Change vs previous 13F +10,498 shares

    0.12% of the 13F portfolio, value $17,653,148.

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

  2. period ended2026-03-31
    13F 167,314 shares
    Change vs previous 13F +93,123 shares

    0.14% of the 13F portfolio, value $17,492,745.

    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 74,191 shares
    Change vs previous 13F +45,849 shares

    0.14% of the 13F portfolio, value $11,365,522.

    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 28,342 shares
    Change vs previous 13F +3,438 shares

    0.23% of the 13F portfolio, value $26,082,696.

    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 24,904 shares
    Change vs previous 13F +7,527 shares

    0.26% of the 13F portfolio, value $25,603,647.

    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 17,377 shares
    Change vs previous 13F +180 shares

    0.16% of the 13F portfolio, value $13,834,327.

    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 17,197 shares
    Change vs previous 13F -1,342 shares

    0.21% of the 13F portfolio, value $18,230,997.

    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 18,539 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $16,581,101.

    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).