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Integrated Wealth Concepts LLC: VTR position timeline

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

Integrated Wealth Concepts LLC held 20,448 VTR 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 20,448 shares
    Change vs previous 13F -1,779 shares

    0.01% of the 13F portfolio, value $1,815,776.

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

  2. period ended2026-03-31
    13F 22,227 shares
    Change vs previous 13F +5,881 shares

    0.01% of the 13F portfolio, value $1,817,690.

    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 16,346 shares
    Change vs previous 13F +5,167 shares

    0.02% of the 13F portfolio, value $1,264,883.

    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 11,179 shares
    Change vs previous 13F +1,959 shares

    0.01% of the 13F portfolio, value $782,447.

    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 9,220 shares
    Change vs previous 13F +3,173 shares

    0.01% of the 13F portfolio, value $582,230.

    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 6,047 shares
    Change vs previous 13F -115 shares

    <0.01% of the 13F portfolio, value $415,796.

    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 6,162 shares
    Change vs previous 13F -7 shares

    <0.01% of the 13F portfolio, value $362,902.

    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 6,169 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $395,607.

    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).