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Integrated Wealth Concepts LLC: VEA position timeline

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

Integrated Wealth Concepts LLC held 526,426 VEA 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 526,426 shares
    Change vs previous 13F +51,722 shares

    0.25% of the 13F portfolio, value $37,507,854.

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

  2. period ended2026-03-31
    13F 474,704 shares
    Change vs previous 13F +169,411 shares

    0.24% of the 13F portfolio, value $30,419,019.

    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 305,293 shares
    Change vs previous 13F -77,389 shares

    0.23% of the 13F portfolio, value $19,071,651.

    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 382,682 shares
    Change vs previous 13F +13,263 shares

    0.21% of the 13F portfolio, value $22,930,288.

    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 369,419 shares
    Change vs previous 13F -9,597 shares

    0.21% of the 13F portfolio, value $21,060,564.

    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 379,016 shares
    Change vs previous 13F -167,550 shares

    0.22% of the 13F portfolio, value $19,265,375.

    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 546,566 shares
    Change vs previous 13F +72,722 shares

    0.3% of the 13F portfolio, value $26,136,781.

    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 473,844 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $25,023,731.

    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).