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Integrated Wealth Concepts LLC: VZ position timeline

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

Integrated Wealth Concepts LLC held 406,021 VZ 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 406,021 shares
    Change vs previous 13F +133,611 shares

    0.11% of the 13F portfolio, value $17,190,932.

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

  2. period ended2026-03-31
    13F 272,410 shares
    Change vs previous 13F +143,497 shares

    0.11% of the 13F portfolio, value $13,674,971.

    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 128,913 shares
    Change vs previous 13F -90,211 shares

    0.06% of the 13F portfolio, value $5,250,652.

    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 219,124 shares
    Change vs previous 13F +16,457 shares

    0.09% of the 13F portfolio, value $9,630,509.

    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 202,667 shares
    Change vs previous 13F -140 shares

    0.09% of the 13F portfolio, value $8,769,412.

    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 202,807 shares
    Change vs previous 13F +2,224 shares

    0.11% of the 13F portfolio, value $9,199,309.

    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 200,583 shares
    Change vs previous 13F +2,087 shares

    0.09% of the 13F portfolio, value $8,021,342.

    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 198,496 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $8,914,453.

    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).