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Integrated Wealth Concepts LLC

Position in MOS — Mosaic Co

CIK 1737109 WALTHAM, MA

Position in MOS

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$1,418,903
+$121,132 QoQ
Shares Held
66,961
+31.6% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#223
of 656 holders
Holding Since
Mar 2023
13 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in MOS Over Time

Shares Held

Position Value (USD)

Position in Agricultural Inputs

Basic Materials · as of Jun 30, 2026

Integrated Wealth Concepts LLC holds $4,889,887 across 10 Agricultural Inputs names. MOS ranks #2 (29.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 MOS
Mosaic Co
This page
66,961 $1,418,903

All Filings in MOS

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13 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,418,903 66,961
2026-03-31 $1,297,771 50,893
2025-12-31 $1,080,966 44,872
2025-09-30 $700,223 20,191
2025-06-30 $258,898 7,097
2024-12-31 $226,332 9,208
2024-09-30 $203,742 7,608
2024-06-30 $236,257 8,175
2024-03-31 $268,152 8,261
2023-12-31 $367,590 10,288
2023-09-30 $614,918 17,273
2023-06-30 $602,630 17,218
2023-03-31 $1,389,246 30,280