Integrated Wealth Concepts LLC
CIK
0001737109
City
WALTHAM
State / Country
MA
Holdings in BGB
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $3,913,704 | 332,233 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $4,392,676 | 360,943 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $4,697,760 | 387,604 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $5,190,413 | 429,670 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $5,962,614 | 487,540 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $6,251,389 | 507,418 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $6,564,778 | 552,126 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $7,180,293 | 603,386 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $7,821,463 | 690,942 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $9,041,659 | 822,717 | Shares | Sole | 2023-11-15 |
| 2023-06-30 | $9,460,483 | 865,552 | Shares | Sole | 2023-08-15 |
| 2023-03-31 | $7,062,398 | 663,136 | Shares | Sole | 2023-05-03 |
| 2022-12-31 | $6,965,607 | 658,375 | Shares | Sole | 2023-02-13 |