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Integrated Wealth Concepts LLC: VUG position timeline

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

Integrated Wealth Concepts LLC held 479,122 VUG 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 479,122 shares
    Change vs previous 13F +410,774 shares

    0.27% of the 13F portfolio, value $41,271,515.

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

  2. period ended2026-03-31
    13F 68,348 shares
    Change vs previous 13F +9,850 shares

    0.24% of the 13F portfolio, value $29,853,720.

    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 58,498 shares
    Change vs previous 13F -6,359 shares

    0.34% of the 13F portfolio, value $28,539,007.

    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 64,857 shares
    Change vs previous 13F +316 shares

    0.28% of the 13F portfolio, value $31,106,178.

    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 64,541 shares
    Change vs previous 13F +2,874 shares

    0.28% of the 13F portfolio, value $28,294,577.

    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 61,667 shares
    Change vs previous 13F -952 shares

    0.27% of the 13F portfolio, value $22,867,222.

    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 62,619 shares
    Change vs previous 13F +3,869 shares

    0.3% of the 13F portfolio, value $25,701,186.

    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 58,750 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $22,556,034.

    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).