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Integrated Wealth Concepts LLC: NUSC position timeline

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

Integrated Wealth Concepts LLC held 10,035 NUSC 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 10,035 shares
    Change vs previous 13F +459 shares

    <0.01% of the 13F portfolio, value $523,047.

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

  2. period ended2026-03-31
    13F 9,576 shares
    Change vs previous 13F +3,647 shares

    <0.01% of the 13F portfolio, value $431,513.

    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 5,929 shares
    Change vs previous 13F -2,296 shares

    <0.01% of the 13F portfolio, value $264,727.

    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 8,225 shares
    Change vs previous 13F +1,341 shares

    <0.01% of the 13F portfolio, value $362,744.

    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 6,884 shares
    Change vs previous 13F +1,225 shares

    <0.01% of the 13F portfolio, value $280,475.

    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 5,659 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $216,984.

    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).