Integrated Wealth Concepts LLC
Position in ARLP — Alliance Resource Partners LP
CIK 1737109
WALTHAM, MA
Position in ARLP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$27,720
-$183,375 QoQ
Shares Held
1,156
-86.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#140
of 169 holders
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ARLP Over Time
Shares Held
Position Value (USD)
Position in Thermal Coal
Energy · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $1,254,959 across 5 Thermal Coal names. ARLP ranks #3 (2.2% of the industry book) .
All Filings in ARLP
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,720 | 1,156 | Shares | Sole | 2026-08-12 | |
| 2025-09-30 | $211,095 | 8,347 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $216,073 | 8,266 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $289,168 | 10,600 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $274,861 | 10,455 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $205,625 | 8,225 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||