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Integrated Wealth Concepts LLC: VOE position timeline

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

Integrated Wealth Concepts LLC held 29,324 VOE 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 29,324 shares
    Change vs previous 13F -1,040 shares

    0.04% of the 13F portfolio, value $5,794,418.

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

  2. period ended2026-03-31
    13F 30,364 shares
    Change vs previous 13F +13,837 shares

    0.04% of the 13F portfolio, value $5,595,418.

    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 16,527 shares
    Change vs previous 13F -13,395 shares

    0.03% of the 13F portfolio, value $2,931,312.

    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 29,922 shares
    Change vs previous 13F +2,922 shares

    0.05% of the 13F portfolio, value $5,223,839.

    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 27,000 shares
    Change vs previous 13F -165 shares

    0.04% of the 13F portfolio, value $4,440,430.

    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 27,165 shares
    Change vs previous 13F -5,663 shares

    0.05% of the 13F portfolio, value $4,361,074.

    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 32,828 shares
    Change vs previous 13F +908 shares

    0.06% of the 13F portfolio, value $5,310,603.

    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 31,920 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $5,351,997.

    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).