Skip to content
Disclosery

Integrated Wealth Concepts LLC: VWO position timeline

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

Integrated Wealth Concepts LLC held 1,049,178 VWO 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 1,049,178 shares
    Change vs previous 13F +63,854 shares

    0.41% of the 13F portfolio, value $62,625,422.

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

  2. period ended2026-03-31
    13F 985,324 shares
    Change vs previous 13F +207,206 shares

    0.42% of the 13F portfolio, value $53,256,725.

    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 778,118 shares
    Change vs previous 13F -189,703 shares

    0.5% of the 13F portfolio, value $41,831,593.

    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 967,821 shares
    Change vs previous 13F +67,488 shares

    0.47% of the 13F portfolio, value $52,436,554.

    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 900,333 shares
    Change vs previous 13F +51,504 shares

    0.45% of the 13F portfolio, value $44,530,464.

    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 848,829 shares
    Change vs previous 13F +20,484 shares

    0.45% of the 13F portfolio, value $38,417,982.

    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 828,345 shares
    Change vs previous 13F +41,610 shares

    0.42% of the 13F portfolio, value $36,480,282.

    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 786,735 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $37,645,301.

    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).