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Integrated Wealth Concepts LLC: VV position timeline

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

Integrated Wealth Concepts LLC held 48,648 VV 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 48,648 shares
    Change vs previous 13F -1,053 shares

    0.11% of the 13F portfolio, value $16,730,626.

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

  2. period ended2026-03-31
    13F 49,701 shares
    Change vs previous 13F +7,745 shares

    0.12% of the 13F portfolio, value $14,853,131.

    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 41,956 shares
    Change vs previous 13F -11,535 shares

    0.16% of the 13F portfolio, value $13,207,635.

    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 53,491 shares
    Change vs previous 13F -1,484 shares

    0.15% of the 13F portfolio, value $16,467,772.

    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 54,975 shares
    Change vs previous 13F -12,268 shares

    0.16% of the 13F portfolio, value $15,684,504.

    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 67,243 shares
    Change vs previous 13F +35,663 shares

    0.2% of the 13F portfolio, value $17,283,488.

    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 31,580 shares
    Change vs previous 13F +8,855 shares

    0.1% of the 13F portfolio, value $8,517,030.

    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 22,725 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $5,983,189.

    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).