Integrated Wealth Concepts LLC
Position in BSET — Bassett Furniture Industries Inc
CIK 1737109
WALTHAM, MA
Position in BSET
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$59,096
New position
Shares Held
3,335
first reported quarter
Ownership
0.039%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#47
of 73 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Furnishings, Fixtures & Appliances
Consumer Cyclical · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $3,050,254 across 20 Furnishings, Fixtures & Appliances names. BSET ranks #6 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MHK |
Mohawk Industries Inc
|
10,020 | $1,215,726 | |
| 2 | SN |
SharkNinja, Inc.
|
6,497 | $989,298 | |
| 3 | WHR |
Whirlpool Corp /De/
|
6,962 | $274,442 | |
| 4 | SGI |
Somnigroup International Inc.
|
1,991 | $156,094 | |
| 5 | LZB |
La-Z-Boy Inc
|
2,977 | $119,437 | |
| 6 | BSET |
Bassett Furniture Industries Inc
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|
3,335 | $59,096 | |
| 7 | MLKN |
Millerknoll, Inc.
|
2,003 | $40,981 | |
| 8 | MBC |
MasterBrand, Inc.
|
3,669 | $37,754 |
All Filings in BSET
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $59,096 | 3,335 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||