Position in P
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,585,814
+$1,033,853 QoQ
Shares Held
26,860
+226.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in P Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Mar 31, 2026Integrated Wealth Concepts LLC holds $26,507,172 across 13 Computer Hardware names. P ranks #6 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WDC |
Western Digital Corp
|
22,631 | $6,121,459 | |
| 2 | ANET |
Arista Networks, Inc.
|
47,992 | $5,892,457 | |
| 3 | SNDK |
Sandisk Corp
|
6,619 | $4,205,315 | |
| 4 | STX |
Seagate Technology Holdings plc
|
9,125 | $3,574,810 | |
| 5 | DELL |
Dell Technologies Inc.
|
17,406 | $2,856,846 | |
| 6 | P |
Everpure, Inc.
This page
|
26,860 | $1,585,814 | |
| 7 | HPQ |
Hp Inc
|
43,894 | $843,203 | |
| 8 | SMCI |
Super Micro Computer, Inc.
|
31,041 | $706,803 |
All Filings in P
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,585,814 | 26,860 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $551,961 | 8,237 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $1,490,477 | 17,784 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $1,022,332 | 17,755 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $541,112 | 12,223 | Shares | Other | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||