Position in FIP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$17,780
New position
Shares Held
3,832
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#134
of 173 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, 2026Integrated Wealth Concepts LLC holds $12,745,925 across 19 Conglomerates names. FIP ranks #11 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MMM |
3M Co
|
35,822 | $5,799,940 | |
| 2 | HON |
Honeywell International Inc
|
22,238 | $4,979,088 | |
| 3 | VMI |
Valmont Industries Inc
|
1,949 | $1,125,742 | |
| 4 | RCMT |
Rcm Technologies, Inc.
|
8,410 | $237,414 | |
| 5 | OTTR |
Otter Tail Corp
|
1,615 | $145,317 | |
| 6 | TTI |
Tetra Technologies Inc
|
12,467 | $141,251 | |
| 7 | DLX |
Deluxe Corp
|
4,018 | $95,949 | |
| 8 | SEB |
Seaboard Corp /De/
|
14 | $62,500 |
All Filings in FIP
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,780 | 3,832 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||