Integrated Wealth Concepts LLC
Position in KNX — Knight-Swift Transportation Holdings Inc.
CIK 1737109
WALTHAM, MA
Position in KNX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$697,870
+$67,254 QoQ
Shares Held
8,962
-18.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#351
of 626 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KNX Over Time
Shares Held
Position Value (USD)
Position in Trucking
Industrials · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $2,271,257 across 14 Trucking names. KNX ranks #2 (30.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ODFL |
Old Dominion Freight Line, Inc.
|
3,417 | $740,122 | |
| 2 | KNX |
Knight-Swift Transportation Holdings Inc.
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|
8,962 | $697,870 | |
| 3 | XPO |
XPO, Inc.
|
1,391 | $285,558 | |
| 4 | SAIA |
Saia Inc
|
590 | $248,484 | |
| 5 | RXO |
RXO, Inc.
|
4,803 | $132,514 | |
| 6 | WERN |
Werner Enterprises Inc
|
1,489 | $64,935 | |
| 7 | MRTN |
Marten Transport Ltd
|
2,585 | $44,849 | |
| 8 | SNDR |
Schneider National, Inc.
|
480 | $17,534 |
All Filings in KNX
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $697,870 | 8,962 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $630,616 | 10,952 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $318,095 | 8,051 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $483,433 | 10,930 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $258,678 | 5,948 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $255,864 | 4,824 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $250,705 | 4,647 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $254,592 | 5,100 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||