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Integrated Wealth Concepts LLC: VGT position timeline

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

Integrated Wealth Concepts LLC held 206,955 VGT 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 206,955 shares
    Change vs previous 13F +182,287 shares

    0.16% of the 13F portfolio, value $24,735,272.

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

  2. period ended2026-03-31
    13F 24,668 shares
    Change vs previous 13F +7,800 shares

    0.14% of the 13F portfolio, value $17,211,427.

    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 16,868 shares
    Change vs previous 13F -6,533 shares

    0.15% of the 13F portfolio, value $12,714,802.

    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 23,401 shares
    Change vs previous 13F -2,505 shares

    0.16% of the 13F portfolio, value $17,471,538.

    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 25,906 shares
    Change vs previous 13F -60 shares

    0.17% of the 13F portfolio, value $17,183,111.

    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 25,966 shares
    Change vs previous 13F -349 shares

    0.16% of the 13F portfolio, value $14,083,360.

    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 26,315 shares
    Change vs previous 13F +2,026 shares

    0.19% of the 13F portfolio, value $16,362,749.

    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 24,289 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $14,245,889.

    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).