Integrated Wealth Concepts LLC
CIK
0001737109
City
WALTHAM
State / Country
MA
Holdings in NMT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $194,876 | 17,200 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $200,380 | 17,200 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $202,272 | 17,200 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $203,648 | 17,200 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $197,800 | 17,200 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $200,896 | 17,200 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $191,092 | 17,200 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $187,824 | 17,200 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $180,772 | 17,200 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $163,056 | 17,200 | Shares | Sole | 2023-11-15 |
| 2023-06-30 | $179,568 | 17,200 | Shares | Sole | 2023-08-15 |
| 2023-03-31 | $183,008 | 17,200 | Shares | Sole | 2023-05-03 |
| 2022-12-31 | $181,804 | 17,200 | Shares | Sole | 2023-02-13 |
| 2022-09-30 | $200,790 | 18,889 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $223,787 | 18,949 | Shares | Sole | 2022-08-08 |
| 2022-03-31 | $268,252 | 21,089 | Shares | Sole | 2022-05-12 |