Integrated Wealth Concepts LLC

Position in MP — MP Materials Corp. / DE

CIK 1737109 WALTHAM, MA

Position in MP

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$670,103

+$67,770 QoQ

Shares Held

11,964

-4.1% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#360

of 756 holders

Holding Since

Dec 2021

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Basic Materials · as of Jun 30, 2026

Integrated Wealth Concepts LLC holds $9,368,441 across 36 Other Industrial Metals & Mining names. MP ranks #4 (7.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RIO	Rio Tinto PLC	43,785	$4,156,510
2	VALE	Vale S.A.	128,053	$1,925,917
3	BHP	BHP Group Ltd	14,772	$1,230,655
4	MP	MP Materials Corp. / DE This page	11,964	$670,103
5	IONR	ioneer Ltd	142,517	$617,098
6	USAR	USA Rare Earth, Inc.	14,727	$317,808
7	MTRN	MATERION Corp	256	$76,131
8	WRN	Western Copper & Gold Corp	26,000	$58,240

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$670,103	11,964	-4.1%	Shares	Sole	2026-08-12
2026-03-31	$602,333	12,481	+169.7%	Shares	Other	2026-05-15
2025-12-31	$233,806	4,628	-58.7%	Shares	Other	2026-02-13
2025-09-30	$751,116	11,199	+24.9%	Shares	Other	2025-11-14
2025-03-31	$218,933	8,969	-24.3%	Shares	Sole	2025-05-15
2023-12-31	$235,222	11,850	0.0%	Shares	Sole	2024-02-13
2023-09-30	$226,335	11,850	-11.4%	Shares	Sole	2023-11-15
2023-06-30	$306,020	13,375	+0.3%	Shares	Sole	2023-08-15
2023-03-31	$375,913	13,335	+146.9%	Shares	Sole	2023-05-03
2022-03-31	$309,636	5,400	-44.7%	Shares	Sole	2022-05-12
2021-12-31	$443,662	9,768	—	Shares	Sole	2022-02-15
No filing history on record for this holder in this stock.