Integrated Wealth Concepts LLC
Holdings in FSCO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $515,592 | 81,840 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $909,328 | 131,596 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $953,071 | 131,277 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $500,331 | 70,969 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $572,368 | 83,925 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $345,890 | 54,471 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $434,172 | 68,159 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $403,162 | 67,987 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $527,275 | 92,994 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $1,166,871 | 215,290 | Shares | Sole | 2023-11-15 |
| 2023-06-30 | $1,016,694 | 214,041 | Shares | Sole | 2023-08-15 |
| 2023-03-31 | $523,720 | 117,955 | Shares | Sole | 2023-05-03 |
| 2022-12-31 | $299,838 | 63,660 | Shares | Sole | 2023-02-13 |