Integrated Wealth Concepts LLC
Holdings in IEP
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $87,474 | 11,586 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $123,319 | 14,646 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $116,716 | 14,499 | Shares | Sole | 2025-08-14 |