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Integrated Wealth Concepts LLC: VONE position timeline

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

Integrated Wealth Concepts LLC held 3,838 VONE 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 3,838 shares
    Change vs previous 13F -6,424 shares

    0.01% of the 13F portfolio, value $1,300,050.

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

  2. period ended2026-03-31
    13F 10,262 shares
    Change vs previous 13F +6,913 shares

    0.02% of the 13F portfolio, value $3,028,570.

    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 3,349 shares
    Change vs previous 13F -11 shares

    0.01% of the 13F portfolio, value $1,035,093.

    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 3,360 shares
    Change vs previous 13F -23 shares

    0.01% of the 13F portfolio, value $1,016,013.

    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 3,383 shares
    Change vs previous 13F -32 shares

    0.01% of the 13F portfolio, value $950,257.

    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 3,415 shares
    Change vs previous 13F -1,804 shares

    0.01% of the 13F portfolio, value $867,029.

    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 5,219 shares
    Change vs previous 13F -864 shares

    0.02% of the 13F portfolio, value $1,392,014.

    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 6,083 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,581,949.

    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).