Integrated Wealth Concepts LLC
Holdings in LGCY
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $309,551 | 30,378 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $290,717 | 30,378 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $316,394 | 28,300 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $202,911 | 28,300 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $235,456 | 28,300 | Shares | Sole | 2025-02-14 |