Integrated Wealth Concepts LLC
Position in ITRN — Ituran Location & Control Ltd.
CIK 1737109
WALTHAM, MA
Position in ITRN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$10,798
New position
Shares Held
177
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#178
of 204 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Scientific & Technical Instruments
Technology · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $12,124,043 across 23 Scientific & Technical Instruments names. ITRN ranks #17 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COHR |
Coherent Corp.
|
11,868 | $4,681,569 | |
| 2 | KEYS |
Keysight Technologies, Inc.
|
6,525 | $2,284,206 | |
| 3 | CGNX |
Cognex Corp
|
16,451 | $1,191,381 | |
| 4 | GRMN |
Garmin Ltd
|
4,956 | $1,177,248 | |
| 5 | MKSI |
Mks Inc
|
2,195 | $976,336 | |
| 6 | TDY |
Teledyne Technologies Inc
|
1,417 | $944,997 | |
| 7 | FTV |
Fortive Corp
|
3,042 | $185,835 | |
| 8 | ST |
Sensata Technologies Holding plc
|
3,526 | $168,331 |
All Filings in ITRN
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,798 | 177 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||