Integrated Wealth Concepts LLC
CIK
0001737109
City
WALTHAM
State / Country
MA
Holdings in NAN
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $118,883 | 10,558 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $130,359 | 11,405 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $130,131 | 11,405 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $129,788 | 11,405 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $130,017 | 11,405 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $134,464 | 11,405 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $236,880 | 21,056 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $230,563 | 21,056 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $232,458 | 21,056 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $203,611 | 21,056 | Shares | Sole | 2023-11-15 |
| 2023-06-30 | $226,352 | 21,056 | Shares | Sole | 2023-08-15 |
| 2023-03-31 | $232,458 | 21,056 | Shares | Sole | 2023-05-03 |
| 2022-12-31 | $216,236 | 20,209 | Shares | Sole | 2023-02-13 |
| 2022-09-30 | $211,588 | 20,209 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $237,051 | 20,209 | Shares | Sole | 2022-08-08 |
| 2022-03-31 | $254,027 | 20,209 | Shares | Sole | 2022-05-12 |
| 2021-12-31 | $298,891 | 20,209 | Shares | Sole | 2022-02-15 |
| 2021-09-30 | $297,476 | 20,209 | Shares | Sole | 2021-11-15 |