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Integrated Wealth Concepts LLC: VXUS position timeline

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

Integrated Wealth Concepts LLC held 296,442 VXUS 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 296,442 shares
    Change vs previous 13F +62,466 shares

    0.17% of the 13F portfolio, value $25,342,848.

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

  2. period ended2026-03-31
    13F 233,976 shares
    Change vs previous 13F +18,837 shares

    0.14% of the 13F portfolio, value $18,041,905.

    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 215,139 shares
    Change vs previous 13F +13,390 shares

    0.19% of the 13F portfolio, value $16,230,112.

    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 201,749 shares
    Change vs previous 13F +288 shares

    0.13% of the 13F portfolio, value $14,820,504.

    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 201,461 shares
    Change vs previous 13F +23,744 shares

    0.14% of the 13F portfolio, value $13,918,943.

    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 177,717 shares
    Change vs previous 13F -8,083 shares

    0.13% of the 13F portfolio, value $11,036,202.

    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 185,800 shares
    Change vs previous 13F +17,384 shares

    0.13% of the 13F portfolio, value $10,949,192.

    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 168,416 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $10,903,251.

    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).