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Integrated Wealth Concepts LLC: VONG position timeline

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

Integrated Wealth Concepts LLC held 69,948 VONG 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 69,948 shares
    Change vs previous 13F +2,353 shares

    0.06% of the 13F portfolio, value $8,940,079.

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

  2. period ended2026-03-31
    13F 67,595 shares
    Change vs previous 13F +55,491 shares

    0.06% of the 13F portfolio, value $7,414,535.

    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 12,104 shares
    Change vs previous 13F -1,129 shares

    0.02% of the 13F portfolio, value $1,473,654.

    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 13,233 shares
    Change vs previous 13F +53 shares

    0.01% of the 13F portfolio, value $1,594,541.

    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 13,180 shares
    Change vs previous 13F -203 shares

    0.01% of the 13F portfolio, value $1,439,248.

    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 13,383 shares
    Change vs previous 13F +794 shares

    0.01% of the 13F portfolio, value $1,241,783.

    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 12,589 shares
    Change vs previous 13F +6,973 shares

    0.02% of the 13F portfolio, value $1,300,431.

    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 5,616 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $542,095.

    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).