Integrated Wealth Concepts LLC

Position in BLDR — Builders FirstSource, Inc.

CIK 1737109 WALTHAM, MA

Position in BLDR

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$125,540

-$99,056 QoQ

Shares Held

1,403

-48.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#505

of 662 holders

Holding Since

Jun 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Integrated Wealth Concepts LLC holds $19,770,227 across 27 Building Products & Equipment names. BLDR ranks #12 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TT	Trane Technologies plc	14,982	$7,358,559
2	JCI	Johnson Controls International plc	21,452	$3,134,351
3	CARR	CARRIER GLOBAL Corp	42,120	$3,089,502
4	OC	Owens Corning	10,344	$1,644,282
5	AAON	Aaon, Inc.	8,735	$1,108,122
6	MAS	Masco Corp /De/	12,291	$1,000,118
7	TREX	Trex Co Inc	16,866	$843,974
8	PPIH	Perma-Pipe International Holdings, Inc.	13,010	$354,262

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$125,540	1,403	-48.6%	Shares	Sole	2026-08-12
2026-03-31	$224,596	2,728	+37.7%	Shares	Other	2026-05-15
2025-06-30	$231,162	1,981	-42.7%	Shares	Other	2025-08-14
2025-03-31	$432,292	3,460	+9.3%	Shares	Other	2025-05-15
2024-12-31	$452,373	3,165	+4.1%	Shares	Other	2025-02-14
2024-09-30	$589,140	3,039	+52.6%	Shares	Other	2024-11-14
2024-06-30	$275,712	1,992	-23.2%	Shares	Other	2024-08-14
2024-03-31	$541,187	2,595	-1.4%	Shares	Other	2024-05-15
2023-12-31	$439,386	2,632	-8.3%	Shares	Other	2024-02-13
2023-09-30	$357,161	2,869	+1.1%	Shares	Other	2023-11-15
2023-06-30	$385,832	2,837	—	Shares	Other	2023-08-15
No filing history on record for this holder in this stock.