Position in KWR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$24,624
-$183,024 QoQ
Shares Held
155
-91.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#235
of 312 holders
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KWR Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $29,250,015 across 50 Specialty Chemicals names. KWR ranks #33 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LIN |
Linde PLC
|
15,766 | $8,181,608 | |
| 2 | SOLS |
Solstice Advanced Materials Inc.
|
26,551 | $2,352,418 | |
| 3 | SHW |
Sherwin Williams Co
|
6,060 | $2,086,579 | |
| 4 | ECL |
Ecolab Inc.
|
7,374 | $2,054,470 | |
| 5 | ALB |
Albemarle Corp
|
14,886 | $2,010,056 | |
| 6 | APD |
Air Products & Chemicals, Inc.
|
6,837 | $2,004,471 | |
| 7 | SSL |
Sasol Ltd
|
195,027 | $1,915,164 | |
| 8 | LYB |
LyondellBasell Industries N.V.
|
35,871 | $1,888,608 |
All Filings in KWR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,624 | 155 | Shares | Sole | 2026-08-12 | |
| 2025-06-30 | $207,648 | 1,855 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $203,956 | 1,650 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $216,911 | 1,541 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||