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Integrated Wealth Concepts LLC: VCIT position timeline

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

Integrated Wealth Concepts LLC held 111,261 VCIT 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 111,261 shares
    Change vs previous 13F -332 shares

    0.06% of the 13F portfolio, value $9,195,684.

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

  2. period ended2026-03-31
    13F 111,593 shares
    Change vs previous 13F +9,673 shares

    0.07% of the 13F portfolio, value $9,234,345.

    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 101,920 shares
    Change vs previous 13F +3,083 shares

    0.1% of the 13F portfolio, value $8,535,801.

    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 98,837 shares
    Change vs previous 13F -7,355 shares

    0.07% of the 13F portfolio, value $8,313,152.

    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 106,192 shares
    Change vs previous 13F +2,678 shares

    0.09% of the 13F portfolio, value $8,805,426.

    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 103,514 shares
    Change vs previous 13F -25,201 shares

    0.1% of the 13F portfolio, value $8,463,317.

    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 128,715 shares
    Change vs previous 13F +12,364 shares

    0.12% of the 13F portfolio, value $10,331,985.

    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 116,351 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $9,744,444.

    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).