Integrated Wealth Concepts LLC
Position in SEDG — Solaredge Technologies, Inc.
CIK 1737109
WALTHAM, MA
Position in SEDG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$139,730
-$152,056 QoQ
Shares Held
2,391
+6.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#240
of 345 holders
Holding Since
Mar 2023
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SEDG Over Time
Shares Held
Position Value (USD)
Position in Solar
Technology · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $2,823,857 across 14 Solar names. SEDG ranks #4 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NXT |
Nextpower Inc.
|
12,228 | $1,456,843 | |
| 2 | FSLR |
First Solar, Inc.
|
3,125 | $737,375 | |
| 3 | RUN |
Sunrun Inc.
|
24,206 | $323,876 | |
| 4 | SEDG |
Solaredge Technologies, Inc.
This page
|
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 |
All Filings in SEDG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $139,730 | 2,391 | Shares | Sole | 2026-08-12 | |
| 2023-09-30 | $291,786 | 2,253 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $412,453 | 1,533 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $430,393 | 1,416 | Shares | Other | 2023-05-03 | |
| No filing history on record for this holder in this stock. | ||||||