Integrated Wealth Concepts LLC
CIK
0001737109
City
WALTHAM
State / Country
MA
Holdings in VKI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $96,216 | 10,550 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $92,523 | 10,550 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $88,303 | 10,550 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $90,097 | 10,550 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $87,400 | 10,000 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $93,100 | 10,000 | Shares | Sole | 2024-11-14 |
| 2024-03-31 | $94,350 | 11,100 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $93,795 | 11,100 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $82,251 | 11,100 | Shares | Sole | 2023-11-15 |
| 2023-06-30 | $110,171 | 13,100 | Shares | Sole | 2023-08-15 |
| 2023-03-31 | $116,721 | 13,100 | Shares | Sole | 2023-05-03 |
| 2022-12-31 | $112,529 | 13,100 | Shares | Sole | 2023-02-13 |
| 2022-09-30 | $106,372 | 13,100 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $123,664 | 13,100 | Shares | Sole | 2022-08-08 |
| 2022-03-31 | $137,026 | 13,100 | Shares | Sole | 2022-05-12 |
| 2021-12-31 | $135,198 | 11,100 | Shares | Sole | 2022-02-15 |
| 2021-09-30 | $138,195 | 11,100 | Shares | Sole | 2021-11-15 |