Integrated Wealth Concepts LLC

Position in NATR — Natures Sunshine Products Inc

CIK 1737109 WALTHAM, MA

Position in NATR

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$232,990

-$85,250 QoQ

Shares Held

9,712

-34.1% QoQ

Ownership

0.055%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2023

9 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Consumer Defensive · as of Mar 31, 2026

Integrated Wealth Concepts LLC holds $8,746,838 across 17 Packaged Foods names. NATR ranks #13 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GIS	General Mills Inc	70,516	$2,624,605
2	KHC	Kraft Heinz Co	40,517	$911,227
3	LW	Lamb Weston Holdings, Inc.	19,429	$821,069
4	DAR	Darling Ingredients Inc.	11,972	$740,468
5	INGR	Ingredion Inc	5,146	$579,748
6	CAG	Conagra Brands Inc.	32,056	$503,920
7	MZTI	Marzetti Co	3,347	$462,990
8	SJM	J M SMUCKER Co	4,380	$422,407

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$232,990	9,712	-34.1%	Shares	Sole	2026-05-15
2025-12-31	$318,240	14,747	+17.2%	Shares	Sole	2026-02-13
2025-09-30	$195,319	12,585	-1.4%	Shares	Sole	2025-11-14
2024-12-31	$187,061	12,760	+4.2%	Shares	Sole	2025-02-14
2024-09-30	$166,831	12,249	-4.9%	Shares	Sole	2024-11-14
2024-06-30	$194,192	12,886	+1.5%	Shares	Sole	2024-08-14
2024-03-31	$263,758	12,699	-11.2%	Shares	Sole	2024-05-15
2023-12-31	$247,212	14,298	+3.0%	Shares	Sole	2024-02-13
2023-09-30	$230,024	13,882	—	Shares	Sole	2023-11-15
No filing history on record for this holder in this stock.