Integrated Wealth Concepts LLC: VOX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Integrated Wealth Concepts LLC on VOX, newest first. How the timeline and the estimate are built.
Integrated Wealth Concepts LLC held 13,182 VOX shares at 2026-06-30 per its 13F-HR/A filed 2026-09-09.
the latest 13F is the newest step
- period ended2026-06-3013F/A 13,182 sharesChange vs previous 13F +179 shares
0.02% of the 13F portfolio, value $2,424,757.
13F-HR/A 0001737109-26-000007 filed by Integrated Wealth Concepts LLC
Accepted , ingested - period ended2026-03-3113F 13,003 sharesChange vs previous 13F +21 shares
0.02% of the 13F portfolio, value $2,338,438.
13F-HR 0001737109-26-000002 filed by Integrated Wealth Concepts LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 12,982 sharesChange vs previous 13F -255 shares
0.03% of the 13F portfolio, value $2,513,796.
13F-HR 0001737109-26-000001 filed by Integrated Wealth Concepts LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 13,237 sharesChange vs previous 13F -457 shares
0.02% of the 13F portfolio, value $2,484,916.
13F-HR 0001737109-25-000007 filed by Integrated Wealth Concepts LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 13,694 sharesChange vs previous 13F +67 shares
0.02% of the 13F portfolio, value $2,342,102.
13F-HR 0001737109-25-000006 filed by Integrated Wealth Concepts LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 13,627 sharesChange vs previous 13F -7,213 shares
0.02% of the 13F portfolio, value $2,022,047.
13F-HR 0001737109-25-000004 filed by Integrated Wealth Concepts LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 20,840 sharesChange vs previous 13F +553 shares
0.04% of the 13F portfolio, value $3,229,417.
13F-HR 0001737109-25-000002 filed by Integrated Wealth Concepts LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 20,287 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $2,949,534.
13F-HR 0001737109-24-000006 filed by Integrated Wealth Concepts LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).