Integrated Wealth Concepts LLC
Holdings in DSL
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $298,733 | 26,507 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $348,506 | 28,380 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $322,793 | 26,372 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $584,662 | 46,365 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $431,880 | 34,358 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $445,888 | 34,352 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $435,019 | 34,746 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $839,343 | 66,090 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $515,071 | 42,081 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $575,159 | 49,075 | Shares | Sole | 2023-11-15 |
| 2023-06-30 | $560,032 | 47,022 | Shares | Sole | 2023-08-15 |
| 2023-03-31 | $259,247 | 22,801 | Shares | Sole | 2023-05-03 |
| 2022-12-31 | $232,546 | 20,969 | Shares | Sole | 2023-02-13 |
| 2022-09-30 | $218,062 | 20,191 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $244,916 | 20,191 | Shares | Sole | 2022-08-08 |
| 2022-03-31 | $293,173 | 20,191 | Shares | Sole | 2022-05-12 |
| 2021-12-31 | $304,522 | 18,891 | Shares | Sole | 2022-02-15 |
| 2021-09-30 | $294,656 | 16,591 | Shares | Sole | 2021-11-15 |