Position in SB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$7,534
New position
Shares Held
1,194
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#135
of 157 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Marine Shipping
Industrials · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $9,847,311 across 16 Marine Shipping names. SB ranks #11 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MATX |
Matson, Inc.
|
39,937 | $7,677,089 | |
| 2 | SBLK |
Star Bulk Carriers Corp.
|
32,390 | $808,778 | |
| 3 | ZIM |
ZIM Integrated Shipping Services Ltd.
|
18,044 | $469,144 | |
| 4 | GNK |
Genco Shipping & Trading Ltd
|
17,987 | $445,717 | |
| 5 | KEX |
Kirby Corp
|
1,587 | $215,783 | |
| 6 | GSL |
Global Ship Lease, Inc.
|
2,496 | $93,849 | |
| 7 | SFL |
SFL Corp Ltd.
|
5,611 | $57,232 | |
| 8 | CMRE |
Costamare Inc.
|
2,584 | $36,227 |
All Filings in SB
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,534 | 1,194 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||