Integrated Wealth Concepts LLC
Holdings in BCAT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,297,792 | 91,652 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $1,448,547 | 97,941 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $1,412,244 | 93,279 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $489,600 | 34,000 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $379,507 | 25,050 | Shares | Sole | 2025-02-14 |
| 2023-12-31 | $307,222 | 20,550 | Shares | Sole | 2024-02-13 |