Position in MNTN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$342,733
+$138,257 QoQ
Shares Held
38,947
+253.3% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MNTN Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Integrated Wealth Concepts LLC holds $87,098,216 across 43 Software - Application names. MNTN ranks #32 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
167,314 | $17,492,678 | |
| 2 | KVYO |
Klaviyo, Inc.
|
429,820 | $8,364,297 | |
| 3 | CRM |
Salesforce, Inc.
|
38,729 | $7,229,542 | |
| 4 | UBER |
Uber Technologies, Inc
|
97,467 | $7,010,801 | |
| 5 | ZM |
Zoom Communications, Inc.
|
72,805 | $5,852,793 | |
| 6 | SHOP |
Shopify Inc.
|
46,835 | $5,555,567 | |
| 7 | ADBE |
Adobe Inc.
|
20,728 | $5,038,562 | |
| 8 | SNOW |
Snowflake Inc.
|
18,767 | $2,830,438 |
All Filings in MNTN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $342,733 | 38,947 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $204,476 | 11,023 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||