Integrated Wealth Concepts LLC
Holdings in DHY
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $44,852 | 22,426 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $46,197 | 22,426 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $47,767 | 22,426 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $47,543 | 22,426 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $47,991 | 22,426 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $50,907 | 22,426 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $113,485 | 56,181 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $113,485 | 56,181 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $111,238 | 56,181 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $105,620 | 56,181 | Shares | Sole | 2023-11-15 |
| 2023-06-30 | $106,182 | 56,181 | Shares | Sole | 2023-08-15 |
| 2023-03-31 | $107,410 | 56,831 | Shares | Sole | 2023-05-03 |
| 2022-12-31 | $100,022 | 56,831 | Shares | Sole | 2023-02-13 |
| 2022-09-30 | $100,022 | 56,831 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $107,410 | 56,831 | Shares | Sole | 2022-08-08 |