Integrated Wealth Concepts LLC
Holdings in BDJ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $265,762 | 28,034 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $254,879 | 27,978 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $245,097 | 27,570 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $231,176 | 26,881 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $217,548 | 26,274 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $293,840 | 33,970 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $307,036 | 37,581 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $253,456 | 30,722 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $236,759 | 30,788 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $259,668 | 34,122 | Shares | Sole | 2023-11-15 |
| 2023-06-30 | $301,065 | 36,099 | Shares | Sole | 2023-08-15 |
| 2023-03-31 | $309,592 | 36,041 | Shares | Sole | 2023-05-03 |
| 2022-12-31 | $4,085,566 | 453,448 | Shares | Sole | 2023-02-13 |
| 2022-09-30 | $3,876,271 | 477,962 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $3,954,056 | 447,798 | Shares | Sole | 2022-08-08 |