Position in VLTO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$488,432
-$136,190 QoQ
Shares Held
5,524
-11.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VLTO Over Time
Shares Held
Position Value (USD)
Position in Pollution & Treatment Controls
Industrials · as of Mar 31, 2026Integrated Wealth Concepts LLC holds $893,482 across 3 Pollution & Treatment Controls names. VLTO ranks #1 (54.7% of the industry book) .
All Filings in VLTO
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $488,432 | 5,524 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $624,622 | 6,260 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $771,749 | 7,239 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $620,236 | 6,144 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $264,089 | 2,710 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $294,652 | 2,893 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $304,259 | 2,720 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $364,695 | 3,820 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $243,105 | 2,742 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $242,667 | 2,950 | Shares | Other | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||