Position in ACVA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$135,164
New position
Shares Held
18,799
first reported quarter
Ownership
0.011%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#166
of 254 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $4,735,716 across 17 Auto & Truck Dealerships names. ACVA ranks #6 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAG |
Penske Automotive Group, Inc.
|
10,009 | $1,791,110 | |
| 2 | KMX |
Carmax Inc
|
27,344 | $1,446,223 | |
| 3 | AN |
Autonation, Inc.
|
3,638 | $675,904 | |
| 4 | CVNA |
Carvana Co.
|
3,865 | $254,394 | |
| 5 | OPLN |
OPENLANE, Inc.
|
3,450 | $142,278 | |
| 6 | ACVA |
ACV Auctions Inc.
This page
|
18,799 | $135,164 | |
| 7 | ABG |
Asbury Automotive Group Inc
|
447 | $89,882 | |
| 8 | LAD |
Lithia Motors Inc
|
302 | $87,727 |
All Filings in ACVA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $135,164 | 18,799 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||