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Integrated Wealth Concepts LLC: VTIP position timeline

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

Integrated Wealth Concepts LLC held 187,557 VTIP 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 187,557 shares
    Change vs previous 13F +11,029 shares

    0.06% of the 13F portfolio, value $9,420,992.

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

  2. period ended2026-03-31
    13F 176,528 shares
    Change vs previous 13F -5,362 shares

    0.07% of the 13F portfolio, value $8,817,583.

    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 181,890 shares
    Change vs previous 13F +2,627 shares

    0.11% of the 13F portfolio, value $8,996,301.

    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 179,263 shares
    Change vs previous 13F -5,655 shares

    0.08% of the 13F portfolio, value $9,076,081.

    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 184,918 shares
    Change vs previous 13F -893 shares

    0.09% of the 13F portfolio, value $9,295,840.

    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 185,811 shares
    Change vs previous 13F +180,948 shares

    0.11% of the 13F portfolio, value $9,271,999.

    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 4,863 shares
    Change vs previous 13F -1,535 shares

    <0.01% of the 13F portfolio, value $235,478.

    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 6,398 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $315,509.

    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).