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Integrated Wealth Concepts LLC: VPU position timeline

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

Integrated Wealth Concepts LLC held 27,728 VPU 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 27,728 shares
    Change vs previous 13F +1,825 shares

    0.04% of the 13F portfolio, value $5,427,264.

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

  2. period ended2026-03-31
    13F 25,903 shares
    Change vs previous 13F +3,635 shares

    0.04% of the 13F portfolio, value $5,132,463.

    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 22,268 shares
    Change vs previous 13F -100 shares

    0.05% of the 13F portfolio, value $4,120,559.

    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 22,368 shares
    Change vs previous 13F +4,030 shares

    0.04% of the 13F portfolio, value $4,236,722.

    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 18,338 shares
    Change vs previous 13F +1,616 shares

    0.03% of the 13F portfolio, value $3,236,848.

    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 16,722 shares
    Change vs previous 13F -6,694 shares

    0.03% of the 13F portfolio, value $2,856,322.

    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 23,416 shares
    Change vs previous 13F +3,247 shares

    0.04% of the 13F portfolio, value $3,826,693.

    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 20,169 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,510,364.

    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).