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Disclosery

Integrated Wealth Concepts LLC: NVO position timeline

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

Integrated Wealth Concepts LLC held 21,233 NVO 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 21,233 shares
    Change vs previous 13F -3,100 shares

    0.01% of the 13F portfolio, value $1,017,936.

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

  2. period ended2026-03-31
    13F 24,333 shares
    Change vs previous 13F +9,111 shares

    0.01% of the 13F portfolio, value $894,252.

    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 15,222 shares
    Change vs previous 13F -11,190 shares

    0.01% of the 13F portfolio, value $774,511.

    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 26,412 shares
    Change vs previous 13F +995 shares

    0.01% of the 13F portfolio, value $1,465,610.

    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 25,417 shares
    Change vs previous 13F -1,295 shares

    0.02% of the 13F portfolio, value $1,754,256.

    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 26,712 shares
    Change vs previous 13F +1,630 shares

    0.02% of the 13F portfolio, value $1,854,890.

    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 25,082 shares
    Change vs previous 13F -7,945 shares

    0.03% of the 13F portfolio, value $2,157,592.

    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 33,027 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,932,510.

    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).