Integrated Wealth Concepts LLC
Position in KMTS — Kestra Medical Technologies, Ltd.
CIK 1737109
WALTHAM, MA
Position in KMTS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,722
New position
Shares Held
107
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#93
of 108 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $13,084,532 across 38 Medical Instruments & Supplies names. KMTS ranks #31 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
15,388 | $6,119,499 | |
| 2 | XRAY |
DENTSPLY SIRONA Inc.
|
126,199 | $1,338,971 | |
| 3 | SOLV |
Solventum Corp
|
10,800 | $833,220 | |
| 4 | BDX |
Becton Dickinson & Co
|
4,806 | $727,291 | |
| 5 | RMD |
Resmed Inc
|
3,175 | $618,744 | |
| 6 | COO |
Cooper Companies, Inc.
|
7,316 | $524,630 | |
| 7 | ALGN |
Align Technology Inc
|
2,688 | $453,358 | |
| 8 | ALC |
Alcon Inc
|
4,917 | $329,930 |
All Filings in KMTS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,722 | 107 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||