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Integrated Wealth Concepts LLC: VB position timeline

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

Integrated Wealth Concepts LLC held 237,840 VB 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 237,840 shares
    Change vs previous 13F +125,840 shares

    0.47% of the 13F portfolio, value $72,094,159.

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

  2. period ended2026-03-31
    13F 112,000 shares
    Change vs previous 13F +38,537 shares

    0.23% of the 13F portfolio, value $29,334,880.

    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 73,463 shares
    Change vs previous 13F -29,989 shares

    0.23% of the 13F portfolio, value $18,949,718.

    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 103,452 shares
    Change vs previous 13F +1,128 shares

    0.24% of the 13F portfolio, value $26,305,748.

    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 102,324 shares
    Change vs previous 13F +1,780 shares

    0.24% of the 13F portfolio, value $24,248,671.

    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 100,544 shares
    Change vs previous 13F -5,188 shares

    0.26% of the 13F portfolio, value $22,295,717.

    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 105,732 shares
    Change vs previous 13F -17,847 shares

    0.3% of the 13F portfolio, value $25,405,252.

    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 123,579 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $29,314,241.

    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).