Integrated Wealth Concepts LLC
Holdings in ACP
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $495,182 | 91,531 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $581,815 | 100,313 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $591,846 | 100,313 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $622,720 | 105,725 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $628,378 | 105,256 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $669,169 | 101,083 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $544,752 | 80,347 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $557,743 | 82,263 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $560,204 | 82,383 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $563,298 | 82,838 | Shares | Sole | 2023-11-15 |
| 2023-06-30 | $585,175 | 85,552 | Shares | Sole | 2023-08-15 |
| 2023-03-31 | $603,388 | 90,463 | Shares | Sole | 2023-05-03 |