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Integrated Wealth Concepts LLC: VONV position timeline

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

Integrated Wealth Concepts LLC held 163,317 VONV 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 163,317 shares
    Change vs previous 13F -444 shares

    0.11% of the 13F portfolio, value $17,362,183.

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

  2. period ended2026-03-31
    13F 163,761 shares
    Change vs previous 13F +84,902 shares

    0.12% of the 13F portfolio, value $15,351,002.

    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 78,859 shares
    Change vs previous 13F +682 shares

    0.09% of the 13F portfolio, value $7,278,716.

    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 78,177 shares
    Change vs previous 13F -884 shares

    0.06% of the 13F portfolio, value $6,986,637.

    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 79,061 shares
    Change vs previous 13F -53,622 shares

    0.07% of the 13F portfolio, value $6,736,784.

    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 132,683 shares
    Change vs previous 13F +123,875 shares

    0.13% of the 13F portfolio, value $10,951,696.

    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 8,808 shares
    Change vs previous 13F +4,488 shares

    0.01% of the 13F portfolio, value $715,663.

    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 4,320 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $359,953.

    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).