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Integrated Wealth Concepts LLC: VOO position timeline

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

Integrated Wealth Concepts LLC held 290,969 VOO 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 290,969 shares
    Change vs previous 13F +99,738 shares

    1.31% of the 13F portfolio, value $199,840,031.

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

  2. period ended2026-03-31
    13F 191,231 shares
    Change vs previous 13F +112,457 shares

    0.91% of the 13F portfolio, value $114,269,893.

    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 78,774 shares
    Change vs previous 13F -37,793 shares

    0.59% of the 13F portfolio, value $49,401,219.

    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 116,567 shares
    Change vs previous 13F +5,620 shares

    0.64% of the 13F portfolio, value $71,383,131.

    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 110,947 shares
    Change vs previous 13F +6,569 shares

    0.63% of the 13F portfolio, value $63,020,943.

    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 104,378 shares
    Change vs previous 13F -8,696 shares

    0.63% of the 13F portfolio, value $53,640,761.

    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 113,074 shares
    Change vs previous 13F +10,005 shares

    0.71% of the 13F portfolio, value $60,925,492.

    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 103,069 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $54,386,114.

    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).