Integrated Wealth Concepts LLC
Holdings in CHRD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $3,706,516 | 39,984 | Shares | Other | 2026-02-13 |
| 2025-09-30 | $3,776,656 | 38,006 | Shares | Other | 2025-11-14 |
| 2025-06-30 | $3,903,539 | 40,305 | Shares | Other | 2025-08-14 |
| 2025-03-31 | $3,615,043 | 32,071 | Shares | Other | 2025-05-15 |
| 2024-06-30 | $2,499,941 | 14,909 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $2,416,399 | 13,557 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $1,555,081 | 9,355 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $1,277,435 | 7,882 | Shares | Sole | 2023-11-15 |
| 2023-06-30 | $614,892 | 3,998 | Shares | Sole | 2023-08-15 |
| 2023-03-31 | $1,103,585 | 8,199 | Shares | Sole | 2023-05-03 |