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Integrated Wealth Concepts LLC: VCSH position timeline

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

Integrated Wealth Concepts LLC held 11,805 VCSH 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 11,805 shares
    Change vs previous 13F +3,275 shares

    0.01% of the 13F portfolio, value $932,983.

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

  2. period ended2026-03-31
    13F 8,530 shares
    Change vs previous 13F +3,685 shares

    0.01% of the 13F portfolio, value $676,153.

    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 4,845 shares
    Change vs previous 13F -4,795 shares

    <0.01% of the 13F portfolio, value $386,262.

    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 9,640 shares
    Change vs previous 13F -64,111 shares

    0.01% of the 13F portfolio, value $770,523.

    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 73,751 shares
    Change vs previous 13F +2,398 shares

    0.06% of the 13F portfolio, value $5,863,249.

    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 71,353 shares
    Change vs previous 13F +61,464 shares

    0.07% of the 13F portfolio, value $5,632,571.

    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 9,889 shares
    Change vs previous 13F +3,001 shares

    0.01% of the 13F portfolio, value $771,452.

    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 6,888 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $547,068.

    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).