Integrated Wealth Concepts LLC
Position in KEYS — Keysight Technologies, Inc.
CIK 1737109
WALTHAM, MA
Position in KEYS
as of Jun 30, 2026
· filed Sep 9, 2026
Position Value
$2,118,623
+$524,927 QoQ
Shares Held
6,052
+7.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#492
of 1,252 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KEYS Over Time
Shares Held
Position Value (USD)
Position in Scientific & Technical Instruments
Technology · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $9,947,503 across 7 Scientific & Technical Instruments names. KEYS ranks #2 (21.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COHR |
Coherent Corp.
|
9,746 | $3,844,504 | |
| 2 | KEYS |
Keysight Technologies, Inc.
This page
|
6,052 | $2,118,623 | |
| 3 | CGNX |
Cognex Corp
|
15,916 | $1,152,636 | |
| 4 | GRMN |
Garmin Ltd
|
4,700 | $1,116,438 | |
| 5 | MKSI |
Mks Inc
|
2,195 | $976,336 | |
| 6 | TDY |
Teledyne Technologies Inc
|
1,004 | $669,567 | |
| 7 | GNSS |
Genasys Inc.
|
40,823 | $69,399 |
All Filings in KEYS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,118,623 | 6,052 | Shares | Other | 2026-09-09 | |
| 2026-03-31 | $1,593,696 | 5,644 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $554,099 | 2,727 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $608,896 | 3,481 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $658,553 | 4,019 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $386,556 | 2,581 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $394,989 | 2,459 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $371,578 | 2,338 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $347,755 | 2,543 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $428,950 | 2,743 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $383,406 | 2,410 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $374,304 | 2,829 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $437,211 | 2,611 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $401,923 | 2,489 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $298,859 | 1,747 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $229,588 | 1,459 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $204,569 | 1,484 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $222,263 | 1,407 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $530,317 | 2,568 | Shares | Other | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||