Integrated Wealth Concepts LLC
Position in SFM — Sprouts Farmers Market, Inc.
CIK 1737109
WALTHAM, MA
Position in SFM
as of Jun 30, 2026
· filed Sep 9, 2026
Position Value
$1,065,792
-$19,118 QoQ
Shares Held
12,601
-10.4% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SFM Over Time
Shares Held
Position Value (USD)
Position in Grocery Stores
Consumer Defensive · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $6,453,211 across 4 Grocery Stores names. SFM ranks #3 (16.5% of the industry book) .
All Filings in SFM
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,065,792 | 12,601 | Shares | Other | 2026-09-09 | |
| 2026-03-31 | $1,084,910 | 14,066 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $410,393 | 3,772 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $500,670 | 3,041 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $742,593 | 4,865 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $664,067 | 5,226 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $564,636 | 5,114 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $340,830 | 4,074 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $257,339 | 3,991 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||