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Integrated Wealth Concepts LLC

Position in DLX — Deluxe Corp

CIK 1737109 WALTHAM, MA

Position in DLX

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$95,949
New position
Shares Held
4,018
first reported quarter
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#168
of 243 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 0% Shared 0% None 100%

Position in Conglomerates

Industrials · as of Jun 30, 2026

Integrated Wealth Concepts LLC holds $12,745,925 across 19 Conglomerates names. DLX ranks #7 (0.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
7 DLX
Deluxe Corp
This page
4,018 $95,949

All Filings in DLX

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $95,949 4,018