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Integrated Wealth Concepts LLC: VOD position timeline

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

Integrated Wealth Concepts LLC held 107,388 VOD 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 107,388 shares
    Change vs previous 13F +81,393 shares

    0.01% of the 13F portfolio, value $1,420,210.

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

  2. period ended2026-03-31
    13F 25,995 shares
    Change vs previous 13F -5,568 shares

    <0.01% of the 13F portfolio, value $390,447.

    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 31,563 shares
    Change vs previous 13F +47 shares

    <0.01% of the 13F portfolio, value $416,940.

    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 31,516 shares
    Change vs previous 13F -247 shares

    <0.01% of the 13F portfolio, value $365,580.

    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 31,763 shares
    Change vs previous 13F -6,754 shares

    <0.01% of the 13F portfolio, value $338,595.

    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 38,517 shares
    Change vs previous 13F -11,928 shares

    <0.01% of the 13F portfolio, value $360,897.

    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 50,445 shares
    Change vs previous 13F -817 shares

    <0.01% of the 13F portfolio, value $428,273.

    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 51,262 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $513,643.

    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).