Integrated Wealth Concepts LLC
Holdings in WDS
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $358,133 | 22,972 | Shares | Other | 2026-02-13 |
| 2025-09-30 | $461,056 | 30,635 | Shares | Other | 2025-11-14 |
| 2025-06-30 | $452,947 | 29,355 | Shares | Other | 2025-08-14 |
| 2025-03-31 | $162,215 | 11,195 | Shares | Other | 2025-05-15 |
| 2024-12-31 | $187,184 | 11,999 | Shares | Other | 2025-02-14 |
| 2024-09-30 | $211,034 | 12,241 | Shares | Other | 2024-11-14 |
| 2024-06-30 | $227,469 | 12,093 | Shares | Other | 2024-08-14 |
| 2024-03-31 | $241,257 | 12,081 | Shares | Other | 2024-05-15 |
| 2023-12-31 | $256,095 | 12,143 | Shares | Other | 2024-02-13 |
| 2023-09-30 | $279,060 | 11,982 | Shares | Other | 2023-11-15 |
| 2023-06-30 | $277,862 | 11,982 | Shares | Other | 2023-08-15 |
| 2023-03-31 | $282,371 | 12,589 | Shares | Other | 2023-05-03 |
| 2022-12-31 | $244,932 | 10,117 | Shares | Other | 2023-02-13 |
| 2022-09-30 | $208,131 | 10,324 | Shares | Other | 2022-11-14 |
| 2022-06-30 | $224,676 | 10,421 | Shares | Other | 2022-08-08 |