Skip to content
Disclosery

Integrated Wealth Concepts LLC: VFLO position timeline

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

Integrated Wealth Concepts LLC held 118,215 VFLO 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 118,215 shares
    Change vs previous 13F +18,650 shares

    0.04% of the 13F portfolio, value $5,408,340.

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

  2. period ended2026-03-31
    13F 99,565 shares
    Change vs previous 13F +31,904 shares

    0.03% of the 13F portfolio, value $3,930,808.

    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 67,661 shares
    Change vs previous 13F +7,128 shares

    0.03% of the 13F portfolio, value $2,664,480.

    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 60,533 shares
    Change vs previous 13F +11,047 shares

    0.02% of the 13F portfolio, value $2,269,997.

    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 49,486 shares
    Change vs previous 13F +15,106 shares

    0.02% of the 13F portfolio, value $1,749,343.

    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 34,380 shares
    Change vs previous 13F +20,345 shares

    0.01% of the 13F portfolio, value $1,178,533.

    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 14,035 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $478,453.

    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).