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Integrated Wealth Concepts LLC: NVG position timeline

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

Integrated Wealth Concepts LLC held 40,713 NVG 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 40,713 shares
    Change vs previous 13F +1,766 shares

    <0.01% of the 13F portfolio, value $521,124.

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

  2. period ended2026-03-31
    13F 38,947 shares
    Change vs previous 13F +59 shares

    <0.01% of the 13F portfolio, value $480,217.

    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 38,888 shares
    Change vs previous 13F -2,141 shares

    0.01% of the 13F portfolio, value $492,321.

    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 41,029 shares
    Change vs previous 13F +94 shares

    <0.01% of the 13F portfolio, value $504,246.

    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 40,935 shares
    Change vs previous 13F +133 shares

    <0.01% of the 13F portfolio, value $488,352.

    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 40,802 shares
    Change vs previous 13F -321 shares

    0.01% of the 13F portfolio, value $505,126.

    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 41,123 shares
    Change vs previous 13F -578 shares

    0.01% of the 13F portfolio, value $504,172.

    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 41,701 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $558,384.

    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).