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Integrated Wealth Concepts LLC: VRT position timeline

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

Integrated Wealth Concepts LLC held 31,599 VRT 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 31,599 shares
    Change vs previous 13F +10,783 shares

    0.07% of the 13F portfolio, value $10,579,894.

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

  2. period ended2026-03-31
    13F 20,816 shares
    Change vs previous 13F +15,692 shares

    0.04% of the 13F portfolio, value $5,216,072.

    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 5,124 shares
    Change vs previous 13F -11,081 shares

    0.01% of the 13F portfolio, value $830,215.

    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 16,205 shares
    Change vs previous 13F -1,169 shares

    0.02% of the 13F portfolio, value $2,444,760.

    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 17,374 shares
    Change vs previous 13F +7,578 shares

    0.02% of the 13F portfolio, value $2,231,049.

    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 9,796 shares
    Change vs previous 13F -1,143 shares

    0.01% of the 13F portfolio, value $707,267.

    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 10,939 shares
    Change vs previous 13F +3,225 shares

    0.01% of the 13F portfolio, value $1,242,784.

    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 7,714 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $767,470.

    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).