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Disclosery

Integrated Wealth Concepts LLC: VFH position timeline

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

Integrated Wealth Concepts LLC held 48,166 VFH 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 48,166 shares
    Change vs previous 13F +130 shares

    0.04% of the 13F portfolio, value $6,338,616.

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

  2. period ended2026-03-31
    13F 48,036 shares
    Change vs previous 13F +5,593 shares

    0.05% of the 13F portfolio, value $5,803,232.

    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 42,443 shares
    Change vs previous 13F -6,719 shares

    0.07% of the 13F portfolio, value $5,665,673.

    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 49,162 shares
    Change vs previous 13F +1,168 shares

    0.06% of the 13F portfolio, value $6,451,965.

    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 47,994 shares
    Change vs previous 13F +214 shares

    0.06% of the 13F portfolio, value $6,109,612.

    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 47,780 shares
    Change vs previous 13F +7,134 shares

    0.07% of the 13F portfolio, value $5,708,233.

    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 40,646 shares
    Change vs previous 13F +1,022 shares

    0.06% of the 13F portfolio, value $4,799,022.

    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 39,624 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,355,062.

    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).