Integrated Wealth Concepts LLC
Holdings in TS
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $725,974 | 18,881 | Shares | Other | 2026-02-13 |
| 2025-09-30 | $719,585 | 20,117 | Shares | Other | 2025-11-14 |
| 2025-03-31 | $202,824 | 5,186 | Shares | Other | 2025-05-15 |
| 2024-03-31 | $200,669 | 5,110 | Shares | Other | 2024-05-15 |
| 2023-12-31 | $450,246 | 12,953 | Shares | Other | 2024-02-13 |
| 2023-09-30 | $384,635 | 12,172 | Shares | Other | 2023-11-15 |