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Integrated Wealth Concepts LLC: VTV position timeline

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

Integrated Wealth Concepts LLC held 220,816 VTV 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 220,816 shares
    Change vs previous 13F +40,678 shares

    0.31% of the 13F portfolio, value $48,122,355.

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

  2. period ended2026-03-31
    13F 180,138 shares
    Change vs previous 13F +99,648 shares

    0.28% of the 13F portfolio, value $35,343,112.

    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 80,490 shares
    Change vs previous 13F -67,935 shares

    0.18% of the 13F portfolio, value $15,372,818.

    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 148,425 shares
    Change vs previous 13F -708 shares

    0.25% of the 13F portfolio, value $27,679,849.

    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 149,133 shares
    Change vs previous 13F -2,785 shares

    0.26% of the 13F portfolio, value $26,357,760.

    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 151,918 shares
    Change vs previous 13F +2,310 shares

    0.31% of the 13F portfolio, value $26,242,285.

    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 149,608 shares
    Change vs previous 13F +18,331 shares

    0.29% of the 13F portfolio, value $25,328,606.

    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 131,277 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $22,917,038.

    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).