Position in ICFI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$134,062
New position
Shares Held
1,840
first reported quarter
Ownership
0.010%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#167
of 230 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Consulting Services
Industrials · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $2,154,199 across 11 Consulting Services names. ICFI ranks #5 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EFX |
Equifax Inc
|
5,416 | $859,627 | |
| 2 | VRSK |
Verisk Analytics, Inc.
|
2,484 | $445,952 | |
| 3 | BAH |
Booz Allen Hamilton Holding Corp
|
6,169 | $374,273 | |
| 4 | FCN |
Fti Consulting, Inc
|
1,800 | $268,218 | |
| 5 | ICFI |
ICF International, Inc.
This page
|
1,840 | $134,062 | |
| 6 | CRAI |
Cra International, Inc.
|
186 | $26,467 | |
| 7 | RGP |
Resources Connection, Inc.
|
3,593 | $15,270 | |
| 8 | HURN |
Huron Consulting Group Inc.
|
157 | $14,155 |
All Filings in ICFI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $134,062 | 1,840 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||