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Integrated Wealth Concepts LLC: VT position timeline

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

Integrated Wealth Concepts LLC held 55,724 VT 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 55,724 shares
    Change vs previous 13F +4,067 shares

    0.06% of the 13F portfolio, value $8,745,956.

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

  2. period ended2026-03-31
    13F 51,657 shares
    Change vs previous 13F +7,174 shares

    0.06% of the 13F portfolio, value $7,145,135.

    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 44,483 shares
    Change vs previous 13F -1,819 shares

    0.07% of the 13F portfolio, value $6,274,782.

    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 46,302 shares
    Change vs previous 13F +3,363 shares

    0.06% of the 13F portfolio, value $6,380,413.

    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 42,939 shares
    Change vs previous 13F +2,951 shares

    0.06% of the 13F portfolio, value $5,518,553.

    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 39,988 shares
    Change vs previous 13F +929 shares

    0.05% of the 13F portfolio, value $4,636,562.

    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 39,059 shares
    Change vs previous 13F +3,949 shares

    0.05% of the 13F portfolio, value $4,588,593.

    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 35,110 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,202,626.

    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).