Integrated Wealth Concepts LLC
Position in DSGR — Distribution Solutions Group, Inc.
CIK 1737109
WALTHAM, MA
Position in DSGR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$300
New position
Shares Held
11
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#104
of 112 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Industrial Distribution
Industrials · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $11,854,741 across 20 Industrial Distribution names. DSGR ranks #20 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GWW |
W.W. Grainger, Inc.
|
2,188 | $2,976,555 | |
| 2 | FAST |
Fastenal Co
|
31,129 | $1,495,125 | |
| 3 | MSM |
Msc Industrial Direct Co Inc
|
12,347 | $1,468,675 | |
| 4 | AIT |
Applied Industrial Technologies Inc
|
3,990 | $1,349,218 | |
| 5 | WSO |
Watsco Inc
|
3,000 | $1,250,190 | |
| 6 | POOL |
Pool Corp
|
3,981 | $855,516 | |
| 7 | FERG |
Ferguson Enterprises Inc. /DE/
|
2,756 | $654,081 | |
| 8 | QXO |
QXO, Inc.
|
33,289 | $575,233 |
All Filings in DSGR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $300 | 11 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||