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Disclosery

Integrated Wealth Concepts LLC: V position timeline

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

Integrated Wealth Concepts LLC held 139,246 V 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 139,246 shares
    Change vs previous 13F +25,991 shares

    0.31% of the 13F portfolio, value $47,773,858.

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

  2. period ended2026-03-31
    13F 113,255 shares
    Change vs previous 13F +42,613 shares

    0.27% of the 13F portfolio, value $34,230,281.

    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 70,642 shares
    Change vs previous 13F -27,140 shares

    0.29% of the 13F portfolio, value $24,774,896.

    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 97,782 shares
    Change vs previous 13F +336 shares

    0.3% of the 13F portfolio, value $33,380,915.

    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 97,446 shares
    Change vs previous 13F +10,973 shares

    0.35% of the 13F portfolio, value $34,598,119.

    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 86,473 shares
    Change vs previous 13F +1,927 shares

    0.35% of the 13F portfolio, value $30,305,477.

    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 84,546 shares
    Change vs previous 13F +6,576 shares

    0.31% of the 13F portfolio, value $26,719,842.

    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 77,970 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $21,437,907.

    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).