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Integrated Wealth Concepts LLC: VNLA position timeline

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

Integrated Wealth Concepts LLC held 10,664 VNLA 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 10,664 shares
    Change vs previous 13F -4,076 shares

    <0.01% of the 13F portfolio, value $521,080.

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

  2. period ended2026-03-31
    13F 14,740 shares
    Change vs previous 13F +9,040 shares

    0.01% of the 13F portfolio, value $720,209.

    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 5,700 shares
    Change vs previous 13F -2,647 shares

    <0.01% of the 13F portfolio, value $280,119.

    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 8,347 shares
    Change vs previous 13F -6,190 shares

    <0.01% of the 13F portfolio, value $411,436.

    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 14,537 shares
    Change vs previous 13F -125 shares

    0.01% of the 13F portfolio, value $715,205.

    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 14,662 shares
    Change vs previous 13F -3,380 shares

    0.01% of the 13F portfolio, value $720,630.

    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 18,042 shares
    Change vs previous 13F +65 shares

    0.01% of the 13F portfolio, value $882,438.

    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 17,977 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $881,591.

    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).