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Disclosery

Integrated Wealth Concepts LLC: NPFI position timeline

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

Integrated Wealth Concepts LLC held 71,786 NPFI 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 71,786 shares
    Change vs previous 13F +9,143 shares

    0.01% of the 13F portfolio, value $1,877,125.

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

  2. period ended2026-03-31
    13F 62,643 shares
    Change vs previous 13F +902 shares

    0.01% of the 13F portfolio, value $1,614,116.

    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 61,741 shares
    Change vs previous 13F -83 shares

    0.02% of the 13F portfolio, value $1,617,310.

    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 61,824 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,638,027.

    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).