Integrated Wealth Concepts LLC
Holdings in MFM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $85,734 | 15,789 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $86,045 | 15,964 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $96,823 | 18,728 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $99,258 | 18,728 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $92,801 | 17,346 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $161,189 | 28,180 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $159,868 | 29,280 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $171,179 | 31,877 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $165,765 | 32,063 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $206,078 | 45,292 | Shares | Sole | 2023-11-15 |
| 2023-06-30 | $230,989 | 45,292 | Shares | Sole | 2023-08-15 |
| 2023-03-31 | $350,325 | 65,604 | Shares | Sole | 2023-05-03 |
| 2022-12-31 | $346,422 | 66,877 | Shares | Sole | 2023-02-13 |
| 2022-09-30 | $851,849 | 176,002 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $453,342 | 83,335 | Shares | Sole | 2022-08-08 |