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Integrated Wealth Concepts LLC: VOT position timeline

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

Integrated Wealth Concepts LLC held 12,137 VOT 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 12,137 shares
    Change vs previous 13F -411 shares

    0.02% of the 13F portfolio, value $3,717,571.

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

  2. period ended2026-03-31
    13F 12,548 shares
    Change vs previous 13F +1,475 shares

    0.03% of the 13F portfolio, value $3,229,120.

    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 11,073 shares
    Change vs previous 13F -3,711 shares

    0.04% of the 13F portfolio, value $3,090,873.

    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 14,784 shares
    Change vs previous 13F -291 shares

    0.04% of the 13F portfolio, value $4,343,468.

    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 15,075 shares
    Change vs previous 13F -767 shares

    0.04% of the 13F portfolio, value $4,287,198.

    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 15,842 shares
    Change vs previous 13F +635 shares

    0.05% of the 13F portfolio, value $3,875,656.

    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 15,207 shares
    Change vs previous 13F -282 shares

    0.04% of the 13F portfolio, value $3,858,819.

    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 15,489 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,771,040.

    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).