Skip to content
Disclosery

Integrated Wealth Concepts LLC: NXT position timeline

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

Integrated Wealth Concepts LLC held 6,612 NXT 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 6,612 shares
    Change vs previous 13F +329 shares

    0.01% of the 13F portfolio, value $787,782.

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

  2. period ended2026-03-31
    13F 6,283 shares
    Change vs previous 13F +773 shares

    0.01% of the 13F portfolio, value $757,454.

    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 5,510 shares
    Change vs previous 13F +34 shares

    0.01% of the 13F portfolio, value $480,001.

    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 5,476 shares
    Change vs previous 13F -82 shares

    <0.01% of the 13F portfolio, value $405,151.

    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 5,558 shares
    Change vs previous 13F -91 shares

    <0.01% of the 13F portfolio, value $302,179.

    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 5,649 shares
    Change vs previous 13F -2,300 shares

    <0.01% of the 13F portfolio, value $238,039.

    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 7,949 shares
    Change vs previous 13F +1,019 shares

    <0.01% of the 13F portfolio, value $290,367.

    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 6,930 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $259,725.

    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).