Integrated Wealth Concepts LLC
Holdings in DFH
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $366,453 | 21,430 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $550,488 | 21,238 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $531,826 | 21,163 | Shares | Sole | 2025-08-14 |