Integrated Wealth Concepts LLC

Position in EXPD — Expeditors International Of Washington Inc

CIK 1737109 WALTHAM, MA

Position in EXPD

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

Position Value

$899,649

+$121,624 QoQ

Shares Held

5,520

+1.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#445

of 949 holders

Holding Since

Jun 2021

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Integrated Wealth Concepts LLC holds $19,060,249 across 16 Integrated Freight & Logistics names. EXPD ranks #6 (4.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FDX	Fedex Corp	20,673	$6,473,336
2	JBHT	Hunt J B Transport Services Inc	19,569	$5,663,855
3	UPS	United Parcel Service Inc	21,789	$2,342,317
4	FDXF	FedEx Freight Holding Company, Inc.	9,916	$1,497,316
5	LSTR	Landstar System Inc	5,723	$1,183,573
6	EXPD	Expeditors International Of Washington Inc This page	5,520	$899,649
7	CHRW	C. H. Robinson Worldwide, Inc.	3,212	$604,948
8	RLGT	Radiant Logistics, Inc	16,327	$154,453

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$899,649	5,520	+1.6%	Shares	Sole	2026-08-12
2026-03-31	$778,025	5,432	+36.1%	Shares	Other	2026-05-15
2025-03-31	$479,797	3,990	+17.6%	Shares	Other	2025-05-15
2024-12-31	$375,731	3,392	+72.9%	Shares	Other	2025-02-14
2024-09-30	$257,806	1,962	-1.3%	Shares	Other	2024-11-14
2024-06-30	$247,957	1,987	+8.5%	Shares	Other	2024-08-14
2024-03-31	$222,594	1,831	-68.0%	Shares	Other	2024-05-15
2021-12-31	$767,735	5,717	+2.1%	Shares	Other	2022-02-15
2021-09-30	$666,770	5,597	+5.2%	Shares	Other	2021-11-15
2021-06-30	$673,638	5,321	—	Shares	Other	2021-08-13
No filing history on record for this holder in this stock.