Position in P
as of Jun 30, 2026
· filed Sep 9, 2026
Position Value
$1,767,811
+$181,997 QoQ
Shares Held
22,437
-16.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in P Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $50,660,411 across 12 Computer Hardware names. P ranks #6 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WDC |
Western Digital Corp
|
18,708 | $11,949,173 | |
| 2 | SNDK |
Sandisk Corp
|
4,425 | $10,061,255 | |
| 3 | ANET |
Arista Networks, Inc.
|
49,348 | $8,383,238 | |
| 4 | DELL |
Dell Technologies Inc.
|
18,027 | $7,777,929 | |
| 5 | STX |
Seagate Technology Holdings plc
|
7,959 | $7,680,435 | |
| 6 | P |
Everpure, Inc.
This page
|
22,437 | $1,767,811 | |
| 7 | HPQ |
Hp Inc
|
46,120 | $1,011,872 | |
| 8 | SMCI |
Super Micro Computer, Inc.
|
23,765 | $697,027 |
All Filings in P
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,767,811 | 22,437 | Shares | Other | 2026-09-09 | |
| 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. | ||||||