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Integrated Wealth Concepts LLC

Position in EME — EMCOR Group, Inc.

CIK 1737109 WALTHAM, MA

Position in EME

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$3,604,168
-$263,838 QoQ
Shares Held
4,343
-17.1% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#385
of 1,231 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in EME Over Time

Shares Held

Position Value (USD)

Position in Engineering & Construction

Industrials · as of Jun 30, 2026

Integrated Wealth Concepts LLC holds $54,372,977 across 36 Engineering & Construction names. EME ranks #3 (6.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 EME
EMCOR Group, Inc.
This page
4,343 $3,604,168

All Filings in EME

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14 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,604,168 4,343
2026-03-31 $3,868,006 5,239
2025-12-31 $1,302,500 2,129
2025-09-30 $2,539,051 3,909
2025-06-30 $2,105,861 3,937
2025-03-31 $803,575 2,174
2024-12-31 $961,814 2,119
2024-09-30 $1,175,346 2,730
2024-06-30 $1,028,795 2,818
2024-03-31 $1,293,638 3,694
2023-12-31 $1,175,601 5,457
2023-09-30 $1,063,942 5,057
2023-06-30 $1,258,351 6,810
2023-03-31 $504,841 3,105