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Integrated Wealth Concepts LLC: NVDA position timeline

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

Integrated Wealth Concepts LLC held 1,324,843 NVDA 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 1,324,843 shares
    Change vs previous 13F +92,604 shares

    1.73% of the 13F portfolio, value $265,087,834.

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

  2. period ended2026-03-31
    13F 1,232,239 shares
    Change vs previous 13F +624,607 shares

    1.71% of the 13F portfolio, value $214,902,549.

    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 607,632 shares
    Change vs previous 13F -562,019 shares

    1.35% of the 13F portfolio, value $113,323,653.

    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 1,169,651 shares
    Change vs previous 13F +23,581 shares

    1.95% of the 13F portfolio, value $218,233,456.

    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 1,146,070 shares
    Change vs previous 13F +34,575 shares

    1.82% of the 13F portfolio, value $181,067,732.

    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 1,111,495 shares
    Change vs previous 13F +45,435 shares

    1.4% of the 13F portfolio, value $120,463,826.

    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 1,066,060 shares
    Change vs previous 13F +120,982 shares

    1.66% of the 13F portfolio, value $143,161,271.

    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 945,078 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $114,770,317.

    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).