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Integrated Wealth Concepts LLC: VYMI position timeline

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

Integrated Wealth Concepts LLC held 39,481 VYMI 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 39,481 shares
    Change vs previous 13F +3,013 shares

    0.03% of the 13F portfolio, value $3,877,028.

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

  2. period ended2026-03-31
    13F 36,468 shares
    Change vs previous 13F +19,036 shares

    0.03% of the 13F portfolio, value $3,436,764.

    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 17,432 shares
    Change vs previous 13F -6,528 shares

    0.02% of the 13F portfolio, value $1,568,889.

    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 23,960 shares
    Change vs previous 13F +4,187 shares

    0.02% of the 13F portfolio, value $2,028,890.

    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 19,773 shares
    Change vs previous 13F +5,596 shares

    0.02% of the 13F portfolio, value $1,584,030.

    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 14,177 shares
    Change vs previous 13F -458 shares

    0.01% of the 13F portfolio, value $1,044,687.

    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 14,635 shares
    Change vs previous 13F +23 shares

    0.01% of the 13F portfolio, value $993,448.

    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 14,612 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,072,840.

    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).