Skip to content
Disclosery

Integrated Wealth Concepts LLC: VLO position timeline

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

Integrated Wealth Concepts LLC held 13,389 VLO 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 13,389 shares
    Change vs previous 13F -7,968 shares

    0.02% of the 13F portfolio, value $3,486,961.

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

  2. period ended2026-03-31
    13F 21,357 shares
    Change vs previous 13F +9,668 shares

    0.04% of the 13F portfolio, value $5,276,841.

    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 11,689 shares
    Change vs previous 13F -7,873 shares

    0.02% of the 13F portfolio, value $1,902,832.

    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 19,562 shares
    Change vs previous 13F -28,270 shares

    0.03% of the 13F portfolio, value $3,330,584.

    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 47,832 shares
    Change vs previous 13F +971 shares

    0.06% of the 13F portfolio, value $6,429,513.

    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 46,861 shares
    Change vs previous 13F +3,964 shares

    0.07% of the 13F portfolio, value $6,188,969.

    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 42,897 shares
    Change vs previous 13F +5,639 shares

    0.06% of the 13F portfolio, value $5,258,749.

    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 37,258 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,030,935.

    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).