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Disclosery

Integrated Wealth Concepts LLC: NVS position timeline

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

Integrated Wealth Concepts LLC held 20,523 NVS 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 20,523 shares
    Change vs previous 13F -2,120 shares

    0.02% of the 13F portfolio, value $3,216,393.

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

  2. period ended2026-03-31
    13F 22,643 shares
    Change vs previous 13F +12,437 shares

    0.03% of the 13F portfolio, value $3,458,688.

    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 10,206 shares
    Change vs previous 13F -7,708 shares

    0.02% of the 13F portfolio, value $1,407,118.

    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 17,914 shares
    Change vs previous 13F +885 shares

    0.02% of the 13F portfolio, value $2,297,235.

    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 17,029 shares
    Change vs previous 13F -4,126 shares

    0.02% of the 13F portfolio, value $2,060,667.

    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 21,155 shares
    Change vs previous 13F -2,940 shares

    0.03% of the 13F portfolio, value $2,358,373.

    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 24,095 shares
    Change vs previous 13F +264 shares

    0.03% of the 13F portfolio, value $2,344,654.

    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 23,831 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,741,005.

    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).