Integrated Wealth Concepts LLC
Position in CHRW — C. H. Robinson Worldwide, Inc.
CIK 1737109
WALTHAM, MA
Position in CHRW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$604,948
-$831,391 QoQ
Shares Held
3,212
-62.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#495
of 882 holders
Holding Since
Jun 2021
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CHRW Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $19,060,249 across 16 Integrated Freight & Logistics names. CHRW ranks #7 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDX |
Fedex Corp
|
20,673 | $6,473,336 | |
| 2 | JBHT |
Hunt J B Transport Services Inc
|
19,569 | $5,663,855 | |
| 3 | UPS |
United Parcel Service Inc
|
21,789 | $2,342,317 | |
| 4 | FDXF |
FedEx Freight Holding Company, Inc.
|
9,916 | $1,497,316 | |
| 5 | LSTR |
Landstar System Inc
|
5,723 | $1,183,573 | |
| 6 | EXPD |
Expeditors International Of Washington Inc
|
5,520 | $899,649 | |
| 7 | CHRW |
C. H. Robinson Worldwide, Inc.
This page
|
3,212 | $604,948 | |
| 8 | RLGT |
Radiant Logistics, Inc
|
16,327 | $154,453 |
All Filings in CHRW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $604,948 | 3,212 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,436,339 | 8,649 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $202,396 | 1,259 | Shares | Other | 2026-02-13 | |
| 2023-09-30 | $330,480 | 3,837 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $382,023 | 4,049 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $708,309 | 7,128 | Shares | Other | 2023-05-03 | |
| 2021-06-30 | $257,967 | 2,754 | Shares | Other | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||