Integrated Wealth Concepts LLC
- SEC CIK
- 0001737109
- Latest filing
- Sep 8, 2026
VTNR holding history
Vertex Energy Inc. in every 13F filed by Integrated Wealth Concepts LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
VTNR overviewAll 13F holders of VTNRFull Q2 2026 holdings
- Shares (Q4 2024)
- 0
- Sold out in Q4 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 6
- Since Q2 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 0 | $0 | 0.0% | −21,202−100.0% | Sold out | Holders |
| Q3 2024 | 21,202 | $2.45K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 21,202 | $20.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 21,202 | $29.7K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2023 | 21,202 | $71.9K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2023 | 21,202 | $94.3K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 21,202 | $132.5K | <0.1% | +21,202 | New | Holders |