Position in IT
as of Jun 30, 2026
· filed Sep 9, 2026
Position Value
$1,131,323
-$523,171 QoQ
Shares Held
8,728
-16.5% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#255
of 652 holders
Holding Since
Mar 2022
15 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 Jun 30, 2026Integrated Wealth Concepts LLC holds $29,751,342 across 18 Information Technology Services names. IT ranks #4 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
72,487 | $20,384,069 | |
| 2 | ACN |
Accenture plc
|
14,405 | $1,792,558 | |
| 3 | CACI |
Caci International Inc /De/
|
2,563 | $1,187,335 | |
| 4 | IT |
Gartner Inc
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|
8,728 | $1,131,323 | |
| 5 | BR |
Broadridge Financial Solutions, Inc.
|
6,129 | $839,366 | |
| 6 | UIS |
Unisys Corp
|
202,870 | $742,504 | |
| 7 | FIS |
Fidelity National Information Services, Inc.
|
15,089 | $586,660 | |
| 8 | LDOS |
Leidos Holdings, Inc.
|
4,074 | $419,499 |
All Filings in IT
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,131,323 | 8,728 | Shares | Other | 2026-09-09 | |
| 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. | ||||||