Integrated Wealth Concepts LLC
Holdings in NBBK
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $943,352 | 47,596 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $831,562 | 47,114 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $888,356 | 49,740 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $946,325 | 52,370 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $1,163,136 | 64,404 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $1,377,912 | 74,241 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $1,116,990 | 74,071 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $1,039,129 | 76,071 | Shares | Sole | 2024-05-15 |