Skip to main content
Equibles

Integrated Wealth Concepts LLC

Position in CSPI — Csp Inc /Ma/

CIK 1737109 WALTHAM, MA
Back to CSPI Full portfolio

Position in CSPI

as of Jun 30, 2026 · filed Sep 9, 2026
Position Value
$187,566
-$16,236 QoQ
Shares Held
23,623
+0.3% QoQ
Ownership
0.234%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#17
of 44 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in CSPI Over Time

Shares Held

Position Value (USD)

Position in Information Technology Services

Technology · as of Jun 30, 2026

Integrated Wealth Concepts LLC holds $29,751,342 across 18 Information Technology Services names. CSPI ranks #17 (0.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 IBM
International Business Machines Corp
 72,487 $20,384,069
2 ACN
Accenture plc
 14,405 $1,792,558
3 CACI
Caci International Inc /De/
 2,563 $1,187,335
4 IT
Gartner Inc
 8,728 $1,131,323
5 BR
Broadridge Financial Solutions, Inc.
 6,129 $839,366
6 UIS
Unisys Corp
 202,870 $742,504
7 FIS
Fidelity National Information Services, Inc.
 15,089 $586,660
8 LDOS
Leidos Holdings, Inc.
 4,074 $419,499

All Filings in CSPI

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $187,566 23,623
2026-03-31 $203,802 23,561
2025-12-31 $293,925 23,514
2025-09-30 $271,425 23,500
2025-06-30 $304,439 23,527
2025-03-31 $360,904 23,527
2024-12-31 $377,709 23,504
2024-09-30 $304,862 23,469
2024-06-30 $349,688 23,469
2024-03-31 $433,237 23,469
2023-12-31 $593,899 30,472
2023-09-30 $533,260 30,472
2023-06-30 $362,921 30,472
2023-03-31 $414,114 30,472
2022-12-31 $287,350 30,472
2022-09-30 $219,093 30,472
2022-06-30 $277,295 30,472
2022-03-31 $240,119 30,472
2021-12-31 $267,848 30,472
2021-09-30 $272,114 30,472
2021-06-30 $321,784 30,472
2021-03-31 $265,106 30,472
2020-12-31 $235,548 30,472
2020-09-30 $262,973 30,472
2020-06-30 $252,003 30,472
2020-03-31 $212,999 30,472