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Disclosery

Integrated Wealth Concepts LLC: VUSB position timeline

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

Integrated Wealth Concepts LLC held 57,654 VUSB 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 57,654 shares
    Change vs previous 13F +1,781 shares

    0.02% of the 13F portfolio, value $2,870,040.

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

  2. period ended2026-03-31
    13F 55,873 shares
    Change vs previous 13F -2,206 shares

    0.02% of the 13F portfolio, value $2,781,657.

    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 58,079 shares
    Change vs previous 13F -10,255 shares

    0.03% of the 13F portfolio, value $2,894,657.

    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 68,334 shares
    Change vs previous 13F +1,789 shares

    0.03% of the 13F portfolio, value $3,416,354.

    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 66,545 shares
    Change vs previous 13F -3,958 shares

    0.03% of the 13F portfolio, value $3,318,265.

    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 70,503 shares
    Change vs previous 13F +1,071 shares

    0.04% of the 13F portfolio, value $3,514,931.

    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 69,432 shares
    Change vs previous 13F -911 shares

    0.04% of the 13F portfolio, value $3,445,214.

    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 70,343 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,512,948.

    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).