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Disclosery

Integrated Wealth Concepts LLC: NWG position timeline

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

Integrated Wealth Concepts LLC held 47,475 NWG 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 47,475 shares
    Change vs previous 13F +8,761 shares

    0.01% of the 13F portfolio, value $836,985.

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

  2. period ended2026-03-31
    13F 38,714 shares
    Change vs previous 13F +3,023 shares

    <0.01% of the 13F portfolio, value $576,845.

    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 35,691 shares
    Change vs previous 13F +1,395 shares

    0.01% of the 13F portfolio, value $624,604.

    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 34,296 shares
    Change vs previous 13F -11,750 shares

    <0.01% of the 13F portfolio, value $485,291.

    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 46,046 shares
    Change vs previous 13F +10,696 shares

    0.01% of the 13F portfolio, value $651,558.

    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 35,350 shares
    Change vs previous 13F -521 shares

    <0.01% of the 13F portfolio, value $421,370.

    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 35,871 shares
    Change vs previous 13F +1,473 shares

    <0.01% of the 13F portfolio, value $364,809.

    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 34,398 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $321,961.

    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).