Position in IT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,654,494
+$759,910 QoQ
Shares Held
10,449
+194.7% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IT Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Mar 31, 2026Integrated Wealth Concepts LLC holds $42,248,911 across 24 Information Technology Services names. IT ranks #5 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
68,432 | $16,587,232 | |
| 2 | BR |
Broadridge Financial Solutions, Inc.
|
67,258 | $10,928,079 | |
| 3 | ACN |
Accenture plc
|
16,119 | $3,196,236 | |
| 4 | CACI |
Caci International Inc /De/
|
3,080 | $1,675,119 | |
| 5 | IT |
Gartner Inc
This page
|
10,449 | $1,654,494 | |
| 6 | G |
Genpact LTD
|
29,827 | $1,111,055 | |
| 7 | FIS |
Fidelity National Information Services, Inc.
|
19,396 | $909,866 | |
| 8 | LDOS |
Leidos Holdings, Inc.
|
5,621 | $874,177 |
All Filings in IT
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,654,494 | 10,449 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $894,584 | 3,546 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $373,538 | 1,421 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $926,068 | 2,291 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $318,162 | 758 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $411,799 | 850 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $435,813 | 860 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $386,191 | 860 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $902,812 | 1,894 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $906,731 | 2,010 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $754,223 | 2,195 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $768,930 | 2,195 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $252,145 | 774 | Shares | Other | 2023-05-03 | |
| 2022-03-31 | $498,245 | 1,675 | Shares | Other | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||