Integrated Wealth Concepts LLC

Position in SOCL — Global X Social Media ETF

CIK 1737109 WALTHAM, MA

All Filings in SOCL

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 SOCL	$239,059	5,521	+2.3%	Shares	Sole	2026-05-15
2025-12-31 SOCL	$298,023	5,398	-13.4%	Shares	Sole	2026-02-13
2025-09-30 SOCL	$378,837	6,236	-11.7%	Shares	Sole	2025-11-14
2025-06-30 SOCL	$377,269	7,061	-2.7%	Shares	Sole	2025-08-14
2025-03-31 SOCL	$318,190	7,258	+0.3%	Shares	Sole	2025-05-15
2024-12-31 SOCL	$306,100	7,233	-3.1%	Shares	Sole	2025-02-14
2024-09-30 SOCL	$323,364	7,468	-1.5%	Shares	Sole	2024-11-14
2024-06-30 SOCL	$320,103	7,580	-7.5%	Shares	Sole	2024-08-14
2024-03-31 SOCL	$330,014	8,193	-4.0%	Shares	Sole	2024-05-15
2023-12-31 SOCL	$344,517	8,534	-0.2%	Shares	Sole	2024-02-13
2023-09-30 SOCL	$306,660	8,554	-4.5%	Shares	Sole	2023-11-15
2023-06-30 SOCL	$327,626	8,954	-8.4%	Shares	Sole	2023-08-15
2023-03-31 SOCL	$361,860	9,780	-0.6%	Shares	Sole	2023-05-03
2022-12-31 SOCL	$304,916	9,836	-0.7%	Shares	Sole	2023-02-13
2022-09-30 SOCL	$274,681	9,902	-4.5%	Shares	Sole	2022-11-14
2022-06-30 SOCL	$343,699	10,368	+5.7%	Shares	Sole	2022-08-08
2022-03-31 SOCL	$415,214	9,809	0.0%	Shares	Sole	2022-05-12
2021-12-31 SOCL	$528,214	9,809	+0.7%	Shares	Sole	2022-02-15
2021-09-30 SOCL	$593,860	9,745	+7.1%	Shares	Sole	2021-11-15
2021-06-30 SOCL	$658,387	9,095	+13.2%	Shares	Sole	2021-08-13
2021-03-31 SOCL	$536,067	8,037	0.0%	Shares	Sole	2021-05-13
2020-12-31 SOCL	$496,525	8,037	0.0%	Shares	Sole	2021-02-12
2020-09-30 SOCL	$392,205	8,037	-1.3%	Shares	Sole	2020-11-13
2020-06-30 SOCL	$349,056	8,146	0.0%	Shares	Sole	2020-07-30
2020-03-31 SOCL	$240,307	8,146	—	Shares	Sole	2020-05-18
No filing history on record for this holder in this stock.