Integrated Wealth Concepts LLC
Position in PPIH — Perma-Pipe International Holdings, Inc.
CIK 1737109
WALTHAM, MA
Position in PPIH
as of Jun 30, 2026
· filed Sep 9, 2026
Position Value
$354,262
New position
Shares Held
13,010
first reported quarter
Ownership
0.159%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#36
of 81 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $17,664,120 across 10 Building Products & Equipment names. PPIH ranks #8 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
14,710 | $7,224,963 | |
| 2 | JCI |
Johnson Controls International plc
|
20,896 | $3,053,114 | |
| 3 | CARR |
CARRIER GLOBAL Corp
|
30,124 | $2,209,595 | |
| 4 | OC |
Owens Corning
|
10,344 | $1,644,282 | |
| 5 | AAON |
Aaon, Inc.
|
8,736 | $1,108,248 | |
| 6 | MAS |
Masco Corp /De/
|
11,606 | $944,380 | |
| 7 | TREX |
Trex Co Inc
|
16,619 | $831,614 | |
| 8 | PPIH |
Perma-Pipe International Holdings, Inc.
This page
|
13,010 | $354,262 |
All Filings in PPIH
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $354,262 | 13,010 | Shares | Sole | 2026-09-09 | |
| No filing history on record for this holder in this stock. | ||||||