Integrated Wealth Concepts LLC
Position in PCOR — Procore Technologies, Inc.
CIK 1737109
WALTHAM, MA
Position in PCOR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$8,408
-$710,590 QoQ
Shares Held
207
-98.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#341
of 397 holders
Holding Since
Mar 2024
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PCOR Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $102,645,375 across 138 Software - Application names. PCOR ranks #101 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
238,407 | $23,669,046 | |
| 2 | UBER |
Uber Technologies, Inc
|
108,316 | $7,816,082 | |
| 3 | ZM |
Zoom Communications, Inc.
|
86,742 | $7,486,702 | |
| 4 | KVYO |
Klaviyo, Inc.
|
435,581 | $6,577,273 | |
| 5 | SHOP |
Shopify Inc.
|
57,168 | $6,527,442 | |
| 6 | CRM |
Salesforce, Inc.
|
36,398 | $5,702,110 | |
| 7 | SNOW |
Snowflake Inc.
|
19,550 | $4,975,475 | |
| 8 | ADBE |
Adobe Inc.
|
20,172 | $4,135,663 |
All Filings in PCOR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,408 | 207 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $718,998 | 12,614 | Shares | Other | 2026-05-15 | |
| 2024-12-31 | $220,743 | 2,946 | Shares | Sole | 2025-02-14 | |
| 2024-03-31 | $233,527 | 2,842 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||