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Integrated Wealth Concepts LLC: VIS position timeline

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

Integrated Wealth Concepts LLC held 9,513 VIS 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 9,513 shares
    Change vs previous 13F +124 shares

    0.02% of the 13F portfolio, value $3,428,256.

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

  2. period ended2026-03-31
    13F 9,389 shares
    Change vs previous 13F -2,725 shares

    0.02% of the 13F portfolio, value $2,931,384.

    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 12,114 shares
    Change vs previous 13F +200 shares

    0.04% of the 13F portfolio, value $3,614,648.

    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 11,914 shares
    Change vs previous 13F +1,138 shares

    0.03% of the 13F portfolio, value $3,530,143.

    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 10,776 shares
    Change vs previous 13F -168 shares

    0.03% of the 13F portfolio, value $3,018,124.

    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 10,944 shares
    Change vs previous 13F +5,347 shares

    0.03% of the 13F portfolio, value $2,709,200.

    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 5,597 shares
    Change vs previous 13F +164 shares

    0.02% of the 13F portfolio, value $1,423,775.

    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 5,433 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,412,998.

    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).