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Integrated Wealth Concepts LLC

Position in FIX — Comfort Systems USA Inc

CIK 1737109 WALTHAM, MA

Position in FIX

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$9,632,277
+$2,374,653 QoQ
Shares Held
4,860
-7.7% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#341
of 1,341 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in FIX 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. FIX ranks #2 (17.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 FIX
Comfort Systems USA Inc
This page
4,860 $9,632,277

All Filings in FIX

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10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $9,632,277 4,860
2026-03-31 $7,257,624 5,263
2025-12-31 $3,457,839 3,705
2025-09-30 $3,667,925 4,445
2025-06-30 $1,948,587 3,634
2025-03-31 $574,714 1,783
2024-12-31 $915,121 2,158
2024-09-30 $771,721 1,977
2024-06-30 $650,512 2,139
2024-03-31 $372,673 1,173