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Integrated Wealth Concepts LLC: VSS position timeline

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

Integrated Wealth Concepts LLC held 16,983 VSS 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 16,983 shares
    Change vs previous 13F -517 shares

    0.02% of the 13F portfolio, value $2,620,246.

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

  2. period ended2026-03-31
    13F 17,500 shares
    Change vs previous 13F +13,555 shares

    0.02% of the 13F portfolio, value $2,551,374.

    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 3,945 shares
    Change vs previous 13F -12,801 shares

    0.01% of the 13F portfolio, value $565,439.

    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 16,746 shares
    Change vs previous 13F +7 shares

    0.02% of the 13F portfolio, value $2,387,131.

    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 16,739 shares
    Change vs previous 13F -613 shares

    0.02% of the 13F portfolio, value $2,249,493.

    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 17,352 shares
    Change vs previous 13F -88 shares

    0.02% of the 13F portfolio, value $2,005,851.

    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 17,440 shares
    Change vs previous 13F +4,426 shares

    0.02% of the 13F portfolio, value $1,996,510.

    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 13,014 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,639,216.

    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).