Integrated Wealth Concepts LLC
CIK
0001737109
City
WALTHAM
State / Country
MA
Holdings in PSF
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $202,800 | 10,000 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $219,083 | 10,543 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $201,400 | 10,000 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $200,039 | 10,007 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $197,838 | 10,007 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $238,712 | 11,134 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $220,230 | 11,134 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $222,568 | 11,134 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $213,777 | 11,311 | Shares | Sole | 2024-02-13 |