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Disclosery

Integrated Wealth Concepts LLC: VO position timeline

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

Integrated Wealth Concepts LLC held 876,370 VO 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 876,370 shares
    Change vs previous 13F +777,706 shares

    0.46% of the 13F portfolio, value $70,609,123.

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

  2. period ended2026-03-31
    13F 98,664 shares
    Change vs previous 13F +22,395 shares

    0.23% of the 13F portfolio, value $28,334,226.

    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 76,269 shares
    Change vs previous 13F -33,203 shares

    0.26% of the 13F portfolio, value $22,134,863.

    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 109,472 shares
    Change vs previous 13F +4,020 shares

    0.29% of the 13F portfolio, value $32,156,431.

    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 105,452 shares
    Change vs previous 13F -2,758 shares

    0.3% of the 13F portfolio, value $29,508,577.

    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 108,210 shares
    Change vs previous 13F +4,061 shares

    0.33% of the 13F portfolio, value $27,985,197.

    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 104,149 shares
    Change vs previous 13F +2,088 shares

    0.32% of the 13F portfolio, value $27,508,750.

    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 102,061 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $26,926,730.

    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).