Integrated Wealth Concepts LLC

Position in BTU — Peabody Energy Corp

CIK 1737109 WALTHAM, MA

Position in BTU

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

Position Value

$488,340

+$104,605 QoQ

Shares Held

21,122

+81.4% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#165

of 325 holders

Holding Since

Mar 2023

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Integrated Wealth Concepts LLC holds $1,254,959 across 5 Thermal Coal names. BTU ranks #2 (38.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NRP	Natural Resource Partners LP	7,359	$713,823
2	BTU	Peabody Energy Corp This page	21,122	$488,340
3	ARLP	Alliance Resource Partners LP	1,156	$27,720
4	CNR	Core Natural Resources, Inc.	294	$23,525
5	NC	Nacco Industries Inc	31	$1,551

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$488,340	21,122	+81.4%	Shares	Sole	2026-08-12
2026-03-31	$383,735	11,646	+42.5%	Shares	Other	2026-05-15
2025-12-31	$242,708	8,172	-20.1%	Shares	Other	2026-02-13
2025-09-30	$271,405	10,234	-52.2%	Shares	Other	2025-11-14
2023-12-31	$520,204	21,390	-15.0%	Shares	Sole	2024-02-13
2023-09-30	$654,376	25,178	0.0%	Shares	Sole	2023-11-15
2023-06-30	$545,355	25,178	-10.8%	Shares	Sole	2023-08-15
2023-03-31	$722,611	28,227	—	Shares	Sole	2023-05-03
No filing history on record for this holder in this stock.