Integrated Wealth Concepts LLC

Position in RUN — Sunrun Inc.

CIK 1737109 WALTHAM, MA

Position in RUN

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$323,876

-$34,813 QoQ

Shares Held

24,206

-8.5% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#212

of 394 holders

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Integrated Wealth Concepts LLC holds $2,823,857 across 14 Solar names. RUN ranks #3 (11.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NXT	Nextpower Inc.	12,228	$1,456,843
2	FSLR	First Solar, Inc.	3,125	$737,375
3	RUN	Sunrun Inc. This page	24,206	$323,876
4	SEDG	Solaredge Technologies, Inc.	2,391	$139,730
5	SHLS	Shoals Technologies Group, Inc.	5,324	$52,707
6	ARRY	Array Technologies, Inc.	6,068	$44,963
7	ENPH	Enphase Energy, Inc.	401	$19,745
8	CSIQ	Canadian Solar Inc.	1,001	$16,036

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$323,876	24,206	-8.5%	Shares	Sole	2026-08-12
2026-03-31	$358,689	26,452	-11.7%	Shares	Other	2026-05-15
2025-09-30	$518,215	29,972	-1.7%	Shares	Other	2025-11-14
2025-06-30	$249,449	30,495	-6.9%	Shares	Other	2025-08-14
2025-03-31	$192,014	32,767	+47.8%	Shares	Sole	2025-05-15
2024-12-31	$205,063	22,169	+5.5%	Shares	Sole	2025-02-14
2024-09-30	$379,657	21,022	-5.5%	Shares	Other	2024-11-14
2024-06-30	$263,861	22,248	+0.7%	Shares	Other	2024-08-14
2024-03-31	$291,080	22,085	-7.6%	Shares	Sole	2024-05-15
2023-12-31	$468,960	23,890	-4.4%	Shares	Sole	2024-02-13
2023-09-30	$313,874	24,990	-1.9%	Shares	Sole	2023-11-15
2023-06-30	$455,090	25,481	+23.6%	Shares	Sole	2023-08-15
2023-03-31	$415,271	20,609	—	Shares	Sole	2023-05-03
No filing history on record for this holder in this stock.