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Integrated Wealth Concepts LLC: VTI position timeline

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

Integrated Wealth Concepts LLC held 185,669 VTI 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 185,669 shares
    Change vs previous 13F +3 shares

    0.45% of the 13F portfolio, value $68,704,831.

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

  2. period ended2026-03-31
    13F 185,666 shares
    Change vs previous 13F +58,664 shares

    0.48% of the 13F portfolio, value $59,563,542.

    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 127,002 shares
    Change vs previous 13F -67,831 shares

    0.51% of the 13F portfolio, value $42,579,989.

    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 194,833 shares
    Change vs previous 13F -917 shares

    0.57% of the 13F portfolio, value $63,938,376.

    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 195,750 shares
    Change vs previous 13F +11,653 shares

    0.6% of the 13F portfolio, value $59,494,225.

    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 184,097 shares
    Change vs previous 13F -2,526 shares

    0.59% of the 13F portfolio, value $50,597,243.

    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 186,623 shares
    Change vs previous 13F +32,332 shares

    0.63% of the 13F portfolio, value $54,085,244.

    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 154,291 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $43,688,969.

    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).