Integrated Wealth Concepts LLC
Holdings in HODL
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $205,259 | 8,300 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $306,349 | 9,464 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $288,368 | 9,464 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $215,617 | 9,250 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $64,218 | 2,430 | Shares | Sole | 2025-02-14 |