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Integrated Wealth Concepts LLC: NULV position timeline

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

Integrated Wealth Concepts LLC held 23,893 NULV 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 23,893 shares
    Change vs previous 13F +1,014 shares

    0.01% of the 13F portfolio, value $1,194,420.

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

  2. period ended2026-03-31
    13F 22,879 shares
    Change vs previous 13F +6,169 shares

    0.01% of the 13F portfolio, value $1,041,006.

    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 16,710 shares
    Change vs previous 13F -5,416 shares

    0.01% of the 13F portfolio, value $752,806.

    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 22,126 shares
    Change vs previous 13F +2,605 shares

    0.01% of the 13F portfolio, value $969,714.

    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 19,521 shares
    Change vs previous 13F +2,433 shares

    0.01% of the 13F portfolio, value $818,221.

    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 17,088 shares
    Change vs previous 13F +102 shares

    0.01% of the 13F portfolio, value $691,889.

    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 16,986 shares
    Change vs previous 13F +6,160 shares

    0.01% of the 13F portfolio, value $668,738.

    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 10,826 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $451,676.

    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).