Modiv Inc Cl C shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Modiv Inc Cl C (MDV) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in Modiv Inc Cl C
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Quarterly reported holdings in Modiv Inc Cl C by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $204k | 14k | 14.64 |
| 2025-06-30 | $194k | 14k | 14.08 |
| 2025-03-31 | $219k | 14k | 16.05 |
| 2024-12-31 | $202k | 14k | 14.88 |
| 2024-09-30 | $226k | 13k | 16.80 |
| 2024-06-30 | $188k | 13k | 14.14 |
| 2024-03-31 | $221k | 13k | 16.79 |
| 2023-09-30 | $216k | 13k | 16.69 |
| 2023-06-30 | $192k | 13k | 15.00 |
| 2023-03-31 | $134k | 13k | 10.61 |
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