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Integrated Wealth Concepts LLC

Position in PII — Polaris Inc.

CIK 1737109 WALTHAM, MA

Position in PII

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$350,755
+$123,654 QoQ
Shares Held
5,125
+23.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#261
of 470 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in PII Over Time

Shares Held

Position Value (USD)

Position in Recreational Vehicles

Consumer Cyclical · as of Jun 30, 2026

Integrated Wealth Concepts LLC holds $1,041,705 across 10 Recreational Vehicles names. PII ranks #1 (33.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PII
Polaris Inc.
This page
5,125 $350,755

All Filings in PII

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2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $350,755 5,125
2026-03-31 $227,101 4,167