Position in RTO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$56,962
New position
Shares Held
1,991
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#198
of 283 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Specialty Business Services
Industrials · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $21,948,540 across 30 Specialty Business Services names. RTO ranks #14 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CPRT |
Copart Inc
|
584,635 | $16,480,860 | |
| 2 | CTAS |
Cintas Corp
|
8,692 | $1,478,335 | |
| 3 | ARMK |
Aramark
|
20,876 | $1,187,844 | |
| 4 | RHLD |
Resolute Holdings Management, Inc.
|
4,217 | $609,483 | |
| 5 | TRI |
Thomson Reuters Corp /Can/
|
6,760 | $552,089 | |
| 6 | ABM |
Abm Industries Inc /De/
|
6,345 | $280,702 | |
| 7 | BKSY |
BlackSky Technology Inc.
|
7,726 | $215,709 | |
| 8 | CMPR |
CIMPRESS plc
|
1,970 | $200,349 |
All Filings in RTO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $56,962 | 1,991 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||