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Integrated Wealth Concepts LLC: VIG position timeline

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

Integrated Wealth Concepts LLC held 83,181 VIG 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 83,181 shares
    Change vs previous 13F +18,059 shares

    0.13% of the 13F portfolio, value $19,682,385.

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

  2. period ended2026-03-31
    13F 65,122 shares
    Change vs previous 13F +32,813 shares

    0.11% of the 13F portfolio, value $14,005,071.

    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 32,309 shares
    Change vs previous 13F -16,522 shares

    0.08% of the 13F portfolio, value $7,100,946.

    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 48,831 shares
    Change vs previous 13F +383 shares

    0.09% of the 13F portfolio, value $10,537,202.

    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 48,448 shares
    Change vs previous 13F +6,037 shares

    0.1% of the 13F portfolio, value $9,915,938.

    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 42,411 shares
    Change vs previous 13F -2,765 shares

    0.1% of the 13F portfolio, value $8,227,407.

    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 45,176 shares
    Change vs previous 13F +6,014 shares

    0.1% of the 13F portfolio, value $8,846,802.

    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 39,162 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $7,756,405.

    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).