Integrated Wealth Concepts LLC

Position in CIEN — Ciena Corp

CIK 1737109 WALTHAM, MA

Position in CIEN

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$2,259,110

+$1,477,049 QoQ

Shares Held

5,819

+74.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2021

11 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Technology · as of Mar 31, 2026

Integrated Wealth Concepts LLC holds $29,199,890 across 13 Communication Equipment names. CIEN ranks #4 (7.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CSCO	Cisco Systems, Inc.	179,665	$13,940,207
2	LITE	Lumentum Holdings Inc.	5,346	$3,756,954
3	MSI	Motorola Solutions, Inc.	6,151	$2,669,349
4	CIEN	Ciena Corp This page	5,819	$2,259,110
5	HPE	Hewlett Packard Enterprise Co	85,902	$2,045,326
6	FEIM	Frequency Electronics Inc	31,251	$1,383,169
7	AMPG	AmpliTech Group, Inc.	424,810	$807,139
8	NOK	Nokia Corp	98,595	$792,703

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,259,110	5,819	+74.0%	Shares	Other	2026-05-15
2025-12-31	$782,061	3,344	-49.3%	Shares	Other	2026-02-13
2025-09-30	$960,693	6,595	+3.3%	Shares	Other	2025-11-14
2025-06-30	$519,292	6,385	+90.3%	Shares	Other	2025-08-14
2025-03-31	$202,742	3,355	+3.8%	Shares	Other	2025-05-15
2024-12-31	$274,105	3,232	-20.8%	Shares	Other	2025-02-14
2023-03-31	$214,229	4,079	-26.1%	Shares	Other	2023-05-03
2021-12-31	$424,643	5,517	-17.9%	Shares	Other	2022-02-15
2021-09-30	$345,020	6,719	-4.9%	Shares	Other	2021-11-15
2021-06-30	$401,927	7,065	+23.3%	Shares	Other	2021-08-13
2021-03-31	$313,545	5,730	—	Shares	Other	2021-05-13
No filing history on record for this holder in this stock.