Integrated Wealth Concepts LLC
Holdings in IIM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $187,264 | 15,200 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $228,410 | 18,200 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $211,848 | 18,200 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $181,944 | 15,200 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $180,728 | 15,200 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $195,776 | 15,200 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $206,078 | 16,700 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $200,400 | 16,700 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $195,891 | 16,700 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $173,680 | 16,700 | Shares | Sole | 2023-11-15 |
| 2023-06-30 | $215,124 | 18,200 | Shares | Sole | 2023-08-15 |
| 2023-03-31 | $222,040 | 18,200 | Shares | Sole | 2023-05-03 |
| 2022-12-31 | $219,310 | 18,200 | Shares | Sole | 2023-02-13 |
| 2022-09-30 | $209,482 | 18,200 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $234,234 | 18,200 | Shares | Sole | 2022-08-08 |
| 2022-03-31 | $253,708 | 18,200 | Shares | Sole | 2022-05-12 |
| 2021-12-31 | $284,568 | 16,700 | Shares | Sole | 2022-02-15 |
| 2021-09-30 | $272,377 | 16,700 | Shares | Sole | 2021-11-15 |