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Integrated Wealth Concepts LLC: VEU position timeline

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

Integrated Wealth Concepts LLC held 51,901 VEU 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 51,901 shares
    Change vs previous 13F +1,907 shares

    0.03% of the 13F portfolio, value $4,346,678.

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

  2. period ended2026-03-31
    13F 49,994 shares
    Change vs previous 13F +7,309 shares

    0.03% of the 13F portfolio, value $3,754,560.

    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 42,685 shares
    Change vs previous 13F -10,246 shares

    0.04% of the 13F portfolio, value $3,139,933.

    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 52,931 shares
    Change vs previous 13F +685 shares

    0.03% of the 13F portfolio, value $3,777,716.

    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 52,246 shares
    Change vs previous 13F -4,101 shares

    0.04% of the 13F portfolio, value $3,511,960.

    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 56,347 shares
    Change vs previous 13F -70,874 shares

    0.04% of the 13F portfolio, value $3,417,997.

    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 127,221 shares
    Change vs previous 13F +1,875 shares

    0.08% of the 13F portfolio, value $7,303,761.

    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 125,346 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $7,896,788.

    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).