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Integrated Wealth Concepts LLC: VALE position timeline

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

Integrated Wealth Concepts LLC held 83,074 VALE 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 83,074 shares
    Change vs previous 13F +6,090 shares

    0.01% of the 13F portfolio, value $1,249,437.

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

  2. period ended2026-03-31
    13F 76,984 shares
    Change vs previous 13F +19,363 shares

    0.01% of the 13F portfolio, value $1,224,812.

    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 57,621 shares
    Change vs previous 13F -6,199 shares

    0.01% of the 13F portfolio, value $750,799.

    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 63,820 shares
    Change vs previous 13F +3,656 shares

    0.01% of the 13F portfolio, value $693,085.

    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 60,164 shares
    Change vs previous 13F +15,912 shares

    0.01% of the 13F portfolio, value $584,194.

    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 44,252 shares
    Change vs previous 13F +524 shares

    0.01% of the 13F portfolio, value $441,630.

    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 43,728 shares
    Change vs previous 13F -29,309 shares

    <0.01% of the 13F portfolio, value $387,866.

    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 73,037 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $853,076.

    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).