Integrated Wealth Concepts LLC
Holdings in USA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,358,849 | 375,613 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $2,495,392 | 393,595 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $70,136 | 10,299 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $68,349 | 10,435 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $71,578 | 10,299 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $80,137 | 11,287 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $81,681 | 12,012 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $86,136 | 12,047 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $83,565 | 13,098 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $73,775 | 12,462 | Shares | Sole | 2023-11-15 |
| 2023-06-30 | $80,629 | 12,462 | Shares | Sole | 2023-08-15 |
| 2023-03-31 | $81,319 | 13,116 | Shares | Sole | 2023-05-03 |