Integrated Wealth Concepts LLC

Position in ODFL — Old Dominion Freight Line, Inc.

CIK 1737109 WALTHAM, MA

Position in ODFL

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

Position Value

$740,122

+$23,200 QoQ

Shares Held

3,417

-6.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#542

of 1,017 holders

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Integrated Wealth Concepts LLC holds $2,271,257 across 14 Trucking names. ODFL ranks #1 (32.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ODFL	Old Dominion Freight Line, Inc. This page	3,417	$740,122
2	KNX	Knight-Swift Transportation Holdings Inc.	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

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$740,122	3,417	-6.9%	Shares	Sole	2026-08-12
2026-03-31	$716,922	3,669	+5.5%	Shares	Other	2026-05-15
2025-09-30	$489,773	3,479	-47.4%	Shares	Other	2025-11-14
2025-06-30	$1,072,803	6,610	+46.0%	Shares	Other	2025-08-14
2025-03-31	$749,157	4,528	-0.1%	Shares	Other	2025-05-15
2024-12-31	$799,268	4,531	+1.4%	Shares	Other	2025-02-14
2024-09-30	$887,523	4,468	+2.3%	Shares	Other	2024-11-14
2024-06-30	$771,212	4,367	-4.3%	Shares	Other	2024-08-14
2024-03-31	$1,000,930	4,564	+124.4%	Shares	Other	2024-05-15
2023-12-31	$824,441	2,034	-7.3%	Shares	Other	2024-02-13
2023-09-30	$898,062	2,195	-26.8%	Shares	Other	2023-11-15
2023-06-30	$1,109,250	3,000	+279.7%	Shares	Other	2023-08-15
2023-03-31	$269,263	790	—	Shares	Other	2023-05-03
No filing history on record for this holder in this stock.