Integrated Wealth Concepts LLC
CIK
0001737109
City
WALTHAM
State / Country
MA
Holdings in JPC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $790,173 | 97,432 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $353,477 | 43,107 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $89,398 | 11,147 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $99,730 | 12,529 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $192,797 | 24,529 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $114,021 | 14,129 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $105,543 | 14,129 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $101,587 | 14,129 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $96,248 | 14,238 | Shares | Sole | 2024-02-13 |