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Integrated Wealth Concepts LLC: VYM position timeline

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

Integrated Wealth Concepts LLC held 236,641 VYM 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 236,641 shares
    Change vs previous 13F +4,359 shares

    0.24% of the 13F portfolio, value $37,396,419.

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

  2. period ended2026-03-31
    13F 232,282 shares
    Change vs previous 13F +55,449 shares

    0.27% of the 13F portfolio, value $34,400,924.

    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 176,833 shares
    Change vs previous 13F -33,976 shares

    0.3% of the 13F portfolio, value $25,379,040.

    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 210,809 shares
    Change vs previous 13F +23,198 shares

    0.27% of the 13F portfolio, value $29,713,516.

    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 187,611 shares
    Change vs previous 13F +2,592 shares

    0.25% of the 13F portfolio, value $25,010,434.

    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 185,019 shares
    Change vs previous 13F +277 shares

    0.28% of the 13F portfolio, value $23,860,043.

    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 184,742 shares
    Change vs previous 13F +4,778 shares

    0.27% of the 13F portfolio, value $23,571,254.

    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 179,964 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $23,071,329.

    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).