Integrated Wealth Concepts LLC
CIK
0001737109
City
WALTHAM
State / Country
MA
Holdings in AFB
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $792,132 | 73,210 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $794,328 | 73,210 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $799,159 | 77,513 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $841,791 | 77,513 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $837,522 | 77,049 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $944,413 | 80,035 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $889,944 | 80,103 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $906,499 | 82,484 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $895,752 | 82,634 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $662,308 | 70,911 | Shares | Sole | 2023-11-15 |
| 2023-06-30 | $760,875 | 70,911 | Shares | Sole | 2023-08-15 |
| 2023-03-31 | $872,671 | 79,696 | Shares | Sole | 2023-05-03 |
| 2022-12-31 | $835,214 | 79,696 | Shares | Sole | 2023-02-13 |
| 2022-09-30 | $319,709 | 30,860 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $300,091 | 25,937 | Shares | Sole | 2022-08-08 |