Integrated Wealth Concepts LLC
Position in RHLD — Resolute Holdings Management, Inc.
CIK 1737109
WALTHAM, MA
Position in RHLD
as of Jun 30, 2026
· filed Sep 9, 2026
Position Value
$305,970
-$43,137 QoQ
Shares Held
2,117
-1.6% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#72
of 124 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RHLD Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $14,614,098 across 7 Specialty Business Services names. RHLD ranks #5 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CPRT |
Copart Inc
|
390,925 | $11,020,175 | |
| 2 | ARMK |
Aramark
|
20,785 | $1,182,666 | |
| 3 | CTAS |
Cintas Corp
|
6,856 | $1,166,068 | |
| 4 | TRI |
Thomson Reuters Corp /Can/
|
5,610 | $458,168 | |
| 5 | RHLD |
Resolute Holdings Management, Inc.
This page
|
2,117 | $305,970 | |
| 6 | ABM |
Abm Industries Inc /De/
|
6,345 | $280,702 | |
| 7 | CMPR |
CIMPRESS plc
|
1,970 | $200,349 |
All Filings in RHLD
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $305,970 | 2,117 | Shares | Sole | 2026-09-09 | |
| 2026-03-31 | $349,107 | 2,151 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||