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Integrated Wealth Concepts LLC: VFQY position timeline

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

Integrated Wealth Concepts LLC held 8,891 VFQY 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 8,891 shares
    Change vs previous 13F -185 shares

    0.01% of the 13F portfolio, value $1,514,041.

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

  2. period ended2026-03-31
    13F 9,076 shares
    Change vs previous 13F +1,352 shares

    0.01% of the 13F portfolio, value $1,354,468.

    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 7,724 shares
    Change vs previous 13F -1,917 shares

    0.01% of the 13F portfolio, value $1,184,937.

    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 9,641 shares
    Change vs previous 13F +606 shares

    0.01% of the 13F portfolio, value $1,454,113.

    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 9,035 shares
    Change vs previous 13F +337 shares

    0.01% of the 13F portfolio, value $1,298,506.

    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 8,698 shares
    Change vs previous 13F -107 shares

    0.01% of the 13F portfolio, value $1,162,475.

    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 8,805 shares
    Change vs previous 13F -517 shares

    0.01% of the 13F portfolio, value $1,240,581.

    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 9,322 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,331,861.

    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).