Integrated Wealth Concepts LLC
Position in RUNN — Running Oak Efficient Growth ETF
CIK 1737109
WALTHAM, MA
All Filings in RUNN
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $213,457 | 6,589 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $672,802 | 20,888 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $646,595 | 19,394 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,060,796 | 30,955 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,275,963 | 37,708 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||