Integrated Wealth Concepts LLC

Position in CLF — Cleveland-Cliffs Inc.

CIK 1737109 WALTHAM, MA

Position in CLF

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

Position Value

$646,940

+$477,141 QoQ

Shares Held

76,561

+450.1% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

12 quarters on record

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

Basic Materials · as of Mar 31, 2026

Integrated Wealth Concepts LLC holds $2,758,655 across 4 Steel names. CLF ranks #2 (23.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NUE	Nucor Corp	6,929	$1,171,693
2	CLF	Cleveland-Cliffs Inc. This page	76,561	$646,940
3	STLD	Steel Dynamics Inc	2,802	$504,360
4	GGB	Gerdau S.A.	120,682	$435,662

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$646,940	76,561	+450.1%	Shares	Other	2026-05-15
2025-09-30	$169,799	13,918	-54.4%	Shares	Other	2025-11-14
2025-06-30	$232,104	30,540	-33.1%	Shares	Other	2025-08-14
2025-03-31	$375,177	45,642	-18.3%	Shares	Sole	2025-05-15
2024-12-31	$524,971	55,848	-1.1%	Shares	Other	2025-02-14
2024-09-30	$721,275	56,482	-0.9%	Shares	Other	2024-11-14
2024-06-30	$877,476	57,016	+0.3%	Shares	Other	2024-08-14
2024-03-31	$1,293,246	56,871	-6.6%	Shares	Other	2024-05-15
2023-12-31	$1,242,965	60,870	-8.6%	Shares	Other	2024-02-13
2023-09-30	$1,041,145	66,612	+5.0%	Shares	Other	2023-11-15
2023-06-30	$1,063,019	63,426	-3.3%	Shares	Other	2023-08-15
2023-03-31	$1,202,832	65,621	—	Shares	Other	2023-05-03
No filing history on record for this holder in this stock.