Skip to content
Disclosery

Integrated Wealth Concepts LLC: VAW position timeline

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

Integrated Wealth Concepts LLC held 4,416 VAW 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 4,416 shares
    Change vs previous 13F +80 shares

    0.01% of the 13F portfolio, value $1,010,300.

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

  2. period ended2026-03-31
    13F 4,336 shares
    Change vs previous 13F +2,085 shares

    0.01% of the 13F portfolio, value $977,187.

    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 2,251 shares
    Change vs previous 13F +80 shares

    0.01% of the 13F portfolio, value $467,134.

    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 2,171 shares
    Change vs previous 13F +1,091 shares

    <0.01% of the 13F portfolio, value $444,723.

    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 1,080 shares
    Change vs previous 13F -278 shares

    <0.01% of the 13F portfolio, value $210,324.

    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 1,358 shares
    Change vs previous 13F -270 shares

    <0.01% of the 13F portfolio, value $256,461.

    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 1,628 shares
    Change vs previous 13F +81 shares

    <0.01% of the 13F portfolio, value $305,807.

    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 1,547 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $327,077.

    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).