Skip to content

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

  1. period ended2026-06-30
    13F/A 13,182 shares
    Change 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

  2. period ended2026-03-31
    13F 13,003 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 12,982 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 13,237 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 13,694 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 13,627 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 20,840 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 20,287 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).