Integrated Wealth Concepts LLC
- SEC CIK
- 0001737109
- Latest filing
- Sep 8, 2026
NSA holding history
National Storage Affiliates Trust in every 13F filed by Integrated Wealth Concepts LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
NSA overviewAll 13F holders of NSAFull Q2 2026 holdings
- Shares (Q2 2025)
- 0
- Sold out in Q2 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 12
- Since Q2 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2025 | 0 | $0 | 0.0% | −6,746−100.0% | Sold out | Holders |
| Q1 2025 | 6,746 | $265.8K | <0.1% | +165+2.5% | Added | Holders |
| Q4 2024 | 6,581 | $249.5K | <0.1% | −20.0% | Reduced | Holders |
| Q3 2024 | 6,583 | $317.3K | <0.1% | +1,082+19.7% | Added | Holders |
| Q2 2024 | 5,501 | $226.8K | <0.1% | −207−3.6% | Reduced | Holders |
| Q1 2024 | 5,708 | $223.5K | <0.1% | −196−3.3% | Reduced | Holders |
| Q4 2023 | 5,904 | $244.9K | <0.1% | −2,189−27.0% | Reduced | Holders |
| Q3 2023 | 8,093 | $256.9K | <0.1% | +449+5.9% | Added | Holders |
| Q2 2023 | 7,644 | $266.2K | <0.1% | +656+9.4% | Added | Holders |
| Q1 2023 | 6,988 | $292.0K | <0.1% | +29+0.4% | Added | Holders |
| Q4 2022 | 6,959 | $251.0K | <0.1% | +36+0.5% | Added | Holders |
| Q3 2022 | 6,923 | $288.0K | <0.1% | +528+8.3% | Added | Holders |
| Q2 2022 | 6,395 | $320.0K | <0.1% | +6,395 | New | Holders |