Position in SDHC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,309
New position
Shares Held
406
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#53
of 63 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Real Estate - Development
Real Estate · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $325,105 across 7 Real Estate - Development names. SDHC ranks #5 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HHH |
Howard Hughes Holdings Inc.
|
2,729 | $195,096 | |
| 2 | CCS |
Century Communities, Inc.
|
1,154 | $82,695 | |
| 3 | FOR |
Forestar Group Inc.
|
702 | $22,218 | |
| 4 | VTMX |
Vesta Real Estate Corporation, S.A.B. de C.V.
|
476 | $16,331 | |
| 5 | SDHC |
Smith Douglas Homes Corp.
This page
|
406 | $6,309 | |
| 6 | SKYH |
Sky Harbour Group Corp
|
181 | $1,781 | |
| 7 | LPA |
Logistic Properties of the Americas
|
201 | $675 |
All Filings in SDHC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,309 | 406 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||