Integrated Wealth Concepts LLC
Position in BFAM — Bright Horizons Family Solutions Inc.
CIK 1737109
WALTHAM, MA
Position in BFAM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$321,653
-$585,719 QoQ
Shares Held
4,538
-58.9% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#220
of 384 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BFAM Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $1,511,694 across 7 Personal Services names. BFAM ranks #2 (21.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HRB |
H&R Block Inc
|
18,388 | $700,215 | |
| 2 | BFAM |
Bright Horizons Family Solutions Inc.
This page
|
4,538 | $321,653 | |
| 3 | ROL |
Rollins Inc
|
6,534 | $272,729 | |
| 4 | SCI |
Service Corp International
|
2,364 | $179,569 | |
| 5 | FTDR |
Frontdoor, Inc.
|
228 | $17,690 | |
| 6 | MED |
Medifast Inc
|
1,064 | $11,289 | |
| 7 | CSV |
Carriage Services Inc
|
223 | $8,549 |
All Filings in BFAM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $321,653 | 4,538 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $907,372 | 11,048 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $317,077 | 3,127 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $381,297 | 3,512 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $302,424 | 2,447 | Shares | Other | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||