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Equibles

Integrated Wealth Concepts LLC

Position in NATR — Natures Sunshine Products Inc

CIK 1737109 WALTHAM, MA
Back to NATR Full portfolio

Position in NATR

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$202,979
-$30,011 QoQ
Shares Held
9,311
-4.1% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#99
of 153 holders
Holding Since
Sep 2023
10 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in NATR Over Time

Shares Held

Position Value (USD)

Position in Packaged Foods

Consumer Defensive · as of Jun 30, 2026

Integrated Wealth Concepts LLC holds $10,937,885 across 41 Packaged Foods names. NATR ranks #12 (1.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 KHC
Kraft Heinz Co
 71,310 $1,684,342
2 GIS
General Mills Inc
 46,014 $1,601,287
3 CPB
CAMPBELL'S Co
 52,964 $1,179,508
4 MKC
Mccormick & Co Inc
 20,078 $1,012,361
5 SJM
J M SMUCKER Co
 7,077 $796,162
6 LW
Lamb Weston Holdings, Inc.
 18,275 $789,114
7 CAG
Conagra Brands Inc.
 57,903 $779,374
8 DAR
Darling Ingredients Inc.
 13,188 $720,328

All Filings in NATR

Export CSV
10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $202,979 9,311
2026-03-31 $232,990 9,712
2025-12-31 $318,240 14,747
2025-09-30 $195,319 12,585
2024-12-31 $187,061 12,760
2024-09-30 $166,831 12,249
2024-06-30 $194,192 12,886
2024-03-31 $263,758 12,699
2023-12-31 $247,212 14,298
2023-09-30 $230,024 13,882