Position in RKT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,532,815
+$1,319,468 QoQ
Shares Held
107,566
+876.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RKT Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Mar 31, 2026Integrated Wealth Concepts LLC holds $1,885,391 across 3 Mortgage Finance names. RKT ranks #1 (81.3% of the industry book) .
All Filings in RKT
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,532,815 | 107,566 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $213,347 | 11,020 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $647,001 | 33,385 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $349,650 | 24,658 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||