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Integrated Wealth Concepts LLC: VSDA position timeline

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

Integrated Wealth Concepts LLC held 14,592 VSDA 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 14,592 shares
    Change vs previous 13F -124 shares

    0.01% of the 13F portfolio, value $848,907.

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

  2. period ended2026-03-31
    13F 14,716 shares
    Change vs previous 13F +4,660 shares

    0.01% of the 13F portfolio, value $802,052.

    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 10,056 shares
    Change vs previous 13F +125 shares

    0.01% of the 13F portfolio, value $530,776.

    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 9,931 shares
    Change vs previous 13F -1,228 shares

    <0.01% of the 13F portfolio, value $530,987.

    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 11,159 shares
    Change vs previous 13F -129 shares

    0.01% of the 13F portfolio, value $578,045.

    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 11,288 shares
    Change vs previous 13F +38 shares

    0.01% of the 13F portfolio, value $583,354.

    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 11,250 shares
    Change vs previous 13F -143 shares

    0.01% of the 13F portfolio, value $571,836.

    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 11,393 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $605,303.

    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).