Integrated Wealth Concepts LLC
CIK
0001737109
City
WALTHAM
State / Country
MA
Holdings in WIA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,514,245 | 183,101 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $1,589,805 | 188,813 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $1,621,653 | 193,054 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $1,640,098 | 196,419 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $1,597,408 | 199,676 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $1,925,023 | 225,149 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $1,845,656 | 230,419 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $1,976,375 | 242,798 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $2,035,505 | 250,678 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $1,934,425 | 247,369 | Shares | Sole | 2023-11-15 |
| 2023-06-30 | $2,054,790 | 248,764 | Shares | Sole | 2023-08-15 |
| 2023-03-31 | $2,228,456 | 257,625 | Shares | Sole | 2023-05-03 |
| 2022-12-31 | $2,154,282 | 250,207 | Shares | Sole | 2023-02-13 |
| 2022-09-30 | $2,040,752 | 228,017 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $2,033,242 | 207,898 | Shares | Sole | 2022-08-08 |