Integrated Wealth Concepts LLC
Holdings in WEA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $610,962 | 55,391 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $622,040 | 55,391 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $630,200 | 58,083 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $653,968 | 58,338 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $622,915 | 57,838 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $651,149 | 57,726 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $592,957 | 56,526 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $602,990 | 56,672 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $624,477 | 57,822 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $658,352 | 65,248 | Shares | Sole | 2023-11-15 |
| 2023-06-30 | $697,423 | 68,442 | Shares | Sole | 2023-08-15 |
| 2023-03-31 | $766,917 | 75,188 | Shares | Sole | 2023-05-03 |
| 2022-12-31 | $724,466 | 68,089 | Shares | Sole | 2023-02-13 |
| 2022-09-30 | $581,672 | 59,415 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $409,382 | 38,694 | Shares | Sole | 2022-08-08 |