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Disclosery

Integrated Wealth Concepts LLC: VHT position timeline

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

Integrated Wealth Concepts LLC held 48,348 VHT 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 48,348 shares
    Change vs previous 13F -58 shares

    0.09% of the 13F portfolio, value $14,456,677.

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

  2. period ended2026-03-31
    13F 48,406 shares
    Change vs previous 13F +33,263 shares

    0.11% of the 13F portfolio, value $13,182,276.

    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 15,143 shares
    Change vs previous 13F -34,593 shares

    0.05% of the 13F portfolio, value $4,358,975.

    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 49,736 shares
    Change vs previous 13F +2,890 shares

    0.12% of the 13F portfolio, value $12,911,361.

    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 46,846 shares
    Change vs previous 13F -2,741 shares

    0.12% of the 13F portfolio, value $11,633,711.

    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 49,587 shares
    Change vs previous 13F -3,391 shares

    0.15% of the 13F portfolio, value $13,127,119.

    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 52,978 shares
    Change vs previous 13F +1,116 shares

    0.16% of the 13F portfolio, value $13,440,061.

    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 51,862 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $14,635,504.

    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).