Integrated Wealth Concepts LLC
Holdings in GDV
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,912,519 | 68,870 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $2,003,604 | 73,852 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $2,034,918 | 78,236 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $1,931,727 | 80,055 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $1,943,640 | 80,482 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $2,234,069 | 91,373 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $2,228,577 | 98,132 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $2,408,395 | 104,804 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $2,460,987 | 113,724 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $2,287,621 | 117,676 | Shares | Sole | 2023-11-15 |
| 2023-06-30 | $2,495,199 | 118,088 | Shares | Sole | 2023-08-15 |
| 2023-03-31 | $2,490,413 | 119,789 | Shares | Sole | 2023-05-03 |
| 2022-12-31 | $2,321,221 | 112,626 | Shares | Sole | 2023-02-13 |
| 2022-09-30 | $2,162,684 | 115,528 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $2,071,728 | 101,307 | Shares | Sole | 2022-08-08 |