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Integrated Wealth Concepts LLC: VTEB position timeline

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

Integrated Wealth Concepts LLC held 1,577,972 VTEB 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 1,577,972 shares
    Change vs previous 13F +304,308 shares

    0.52% of the 13F portfolio, value $79,813,815.

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

  2. period ended2026-03-31
    13F 1,273,664 shares
    Change vs previous 13F +315,789 shares

    0.51% of the 13F portfolio, value $63,543,104.

    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 957,875 shares
    Change vs previous 13F -108,191 shares

    0.57% of the 13F portfolio, value $48,171,532.

    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 1,066,066 shares
    Change vs previous 13F -136,662 shares

    0.48% of the 13F portfolio, value $53,377,903.

    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 1,202,728 shares
    Change vs previous 13F +95,934 shares

    0.59% of the 13F portfolio, value $58,969,766.

    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 1,106,794 shares
    Change vs previous 13F +161,048 shares

    0.64% of the 13F portfolio, value $54,919,140.

    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 945,746 shares
    Change vs previous 13F +143,622 shares

    0.55% of the 13F portfolio, value $47,410,214.

    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 802,124 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $41,004,600.

    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).