Integrated Wealth Concepts LLC
Holdings in STBA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $3,439,032 | 87,396 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $3,651,868 | 97,150 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $3,491,693 | 92,324 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $3,070,333 | 82,870 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $3,161,481 | 82,718 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $2,883,087 | 68,694 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $2,708,396 | 81,114 | Shares | Sole | 2024-08-14 |