Integrated Wealth Concepts LLC
Holdings in MAIN
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $5,968,041 | 98,825 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $6,287,715 | 98,879 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $5,794,459 | 98,045 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $5,582,698 | 98,704 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $5,681,791 | 96,992 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $4,879,323 | 97,314 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $4,833,104 | 95,724 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $4,374,708 | 92,469 | Shares | Sole | 2024-05-15 |