Integrated Wealth Concepts LLC
Position in RSBT — Return Stacked Bonds & Managed Futures ETF
CIK 1737109
WALTHAM, MA
All Filings in RSBT
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 RSBT | $7,132,463 | 378,380 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 RSBT | $7,501,580 | 418,615 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 RSBT | $5,401,386 | 309,908 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 RSBT | $4,453,243 | 274,722 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 RSBT | $4,591,670 | 270,895 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 RSBT | $5,655,637 | 337,650 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 RSBT | $5,700,561 | 313,476 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 RSBT | $5,570,030 | 304,207 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 RSBT | $4,190,351 | 230,937 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 RSBT | $3,672,352 | 212,890 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||