Skip to content
Disclosery

Integrated Wealth Concepts LLC: NU position timeline

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

Integrated Wealth Concepts LLC held 32,065 NU 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 32,065 shares
    Change vs previous 13F -13,162 shares

    <0.01% of the 13F portfolio, value $428,392.

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

  2. period ended2026-03-31
    13F 45,227 shares
    Change vs previous 13F +24,146 shares

    0.01% of the 13F portfolio, value $649,909.

    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 21,081 shares
    Change vs previous 13F -19,303 shares

    <0.01% of the 13F portfolio, value $352,895.

    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 40,384 shares
    Change vs previous 13F +10,968 shares

    0.01% of the 13F portfolio, value $646,548.

    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 29,416 shares
    Change vs previous 13F +2,995 shares

    <0.01% of the 13F portfolio, value $403,588.

    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 26,421 shares
    Change vs previous 13F -32,231 shares

    <0.01% of the 13F portfolio, value $270,550.

    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 58,652 shares
    Change vs previous 13F +33,455 shares

    0.01% of the 13F portfolio, value $607,635.

    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 25,197 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $343,939.

    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).