13F

Position

Integrated Wealth Concepts LLC in Doximity, Inc.

Back to the book · All holders of DOCS

Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.

Latest estimated mark −$252.5K$44.28$23.30

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202512K$532.8K0.0%
Q1 202614.3K$332.2K$23.30−$252.5K$51.8K0.0%