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Integrated Wealth Concepts LLC: VGSH position timeline

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

Integrated Wealth Concepts LLC held 249,105 VGSH 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 249,105 shares
    Change vs previous 13F +5,145 shares

    0.09% of the 13F portfolio, value $14,497,877.

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

  2. period ended2026-03-31
    13F 243,960 shares
    Change vs previous 13F +8,543 shares

    0.11% of the 13F portfolio, value $14,281,380.

    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 235,417 shares
    Change vs previous 13F -8,293 shares

    0.16% of the 13F portfolio, value $13,826,049.

    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 243,710 shares
    Change vs previous 13F +15,348 shares

    0.13% of the 13F portfolio, value $14,342,347.

    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 228,362 shares
    Change vs previous 13F -43,132 shares

    0.13% of the 13F portfolio, value $13,423,106.

    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 271,494 shares
    Change vs previous 13F -31,703 shares

    0.19% of the 13F portfolio, value $15,933,989.

    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 303,197 shares
    Change vs previous 13F +44,611 shares

    0.2% of the 13F portfolio, value $17,639,983.

    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 258,586 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $15,261,770.

    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).