Integrated Wealth Concepts LLC

Position in EVLV — Evolv Technologies Holdings, Inc.

CIK 1737109 WALTHAM, MA

Position in EVLV

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,810,632

-$133,057 QoQ

Shares Held

312,178

-2.8% QoQ

Ownership

0.172%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#66

of 259 holders

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Integrated Wealth Concepts LLC holds $2,229,757 across 14 Security & Protection Services names. EVLV ranks #1 (81.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EVLV	Evolv Technologies Holdings, Inc. This page	312,178	$1,810,632
2	ADT	ADT Inc.	19,813	$128,784
3	ALLE	Allegion plc	753	$105,788
4	MSA	MSA Safety Inc	378	$65,991
5	BRC	Brady Corp	511	$46,792
6	NSSC	Napco Security Technologies, Inc	1,215	$46,145
7	GEO	Geo Group Inc	328	$9,692
8	MG	Mistras Group, Inc.	351	$6,131

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,810,632	312,178	-2.8%	Shares	Sole	2026-08-12
2026-03-31	$1,943,689	321,271	+9.2%	Shares	Sole	2026-05-15
2025-09-30	$2,220,530	294,110	-13.3%	Shares	Sole	2025-11-14
2025-06-30	$2,116,395	339,166	+3.3%	Shares	Sole	2025-08-14
2025-03-31	$1,024,579	328,391	+0.1%	Shares	Sole	2025-05-15
2024-12-31	$1,295,702	328,026	-6.9%	Shares	Sole	2025-02-14
2024-09-30	$1,426,248	352,160	-13.9%	Shares	Sole	2024-11-14
2024-06-30	$1,042,927	408,991	0.0%	Shares	Sole	2024-08-14
2024-03-31	$1,820,009	408,991	+1.7%	Shares	Sole	2024-05-15
2023-12-31	$1,898,195	402,160	0.0%	Shares	Sole	2024-02-13
2023-09-30	$1,954,497	402,160	-11.1%	Shares	Sole	2023-11-15
2023-06-30	$2,712,960	452,160	—	Shares	Sole	2023-08-15
No filing history on record for this holder in this stock.