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Integrated Wealth Concepts LLC: VGK position timeline

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

Integrated Wealth Concepts LLC held 15,437 VGK 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 15,437 shares
    Change vs previous 13F +946 shares

    0.01% of the 13F portfolio, value $1,366,814.

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

  2. period ended2026-03-31
    13F 14,491 shares
    Change vs previous 13F +2,738 shares

    0.01% of the 13F portfolio, value $1,194,528.

    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 11,753 shares
    Change vs previous 13F -2,031 shares

    0.01% of the 13F portfolio, value $982,700.

    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 13,784 shares
    Change vs previous 13F +1,245 shares

    0.01% of the 13F portfolio, value $1,099,987.

    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 12,539 shares
    Change vs previous 13F +253 shares

    0.01% of the 13F portfolio, value $971,778.

    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 12,286 shares
    Change vs previous 13F +502 shares

    0.01% of the 13F portfolio, value $862,576.

    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 11,784 shares
    Change vs previous 13F -1,571 shares

    0.01% of the 13F portfolio, value $747,918.

    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 13,355 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $949,541.

    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).