Integrated Wealth Concepts LLC
CIK
0001737109
City
WALTHAM
State / Country
MA
Holdings in EMD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,669,994 | 157,102 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $1,745,039 | 169,093 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $1,748,308 | 173,961 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $1,085,694 | 109,777 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $1,038,844 | 107,988 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $1,085,890 | 106,669 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $982,009 | 105,479 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $1,170,690 | 121,820 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $1,150,900 | 124,962 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $1,105,045 | 133,138 | Shares | Sole | 2023-11-15 |
| 2023-06-30 | $1,147,649 | 133,138 | Shares | Sole | 2023-08-15 |
| 2023-03-31 | $1,121,639 | 130,575 | Shares | Sole | 2023-05-03 |
| 2022-12-31 | $1,156,714 | 126,972 | Shares | Sole | 2023-02-13 |
| 2022-09-30 | $1,003,652 | 125,771 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $1,261,056 | 142,815 | Shares | Sole | 2022-08-08 |