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Integrated Wealth Concepts LLC: VNQ position timeline

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

Integrated Wealth Concepts LLC held 74,680 VNQ 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 74,680 shares
    Change vs previous 13F +8,574 shares

    0.05% of the 13F portfolio, value $7,201,373.

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

  2. period ended2026-03-31
    13F 66,106 shares
    Change vs previous 13F +15,657 shares

    0.05% of the 13F portfolio, value $5,863,612.

    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 50,449 shares
    Change vs previous 13F -18,765 shares

    0.05% of the 13F portfolio, value $4,464,258.

    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 69,214 shares
    Change vs previous 13F +4,069 shares

    0.06% of the 13F portfolio, value $6,327,504.

    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 65,145 shares
    Change vs previous 13F -8,769 shares

    0.06% of the 13F portfolio, value $5,801,760.

    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 73,914 shares
    Change vs previous 13F -9,806 shares

    0.08% of the 13F portfolio, value $6,692,203.

    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 83,720 shares
    Change vs previous 13F +8,618 shares

    0.09% of the 13F portfolio, value $7,457,775.

    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 75,102 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $7,316,415.

    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).