Integrated Wealth Concepts LLC
Position in SIM — GRUPO SIMEC, S.A.B. de C.V.
CIK 1737109
WALTHAM, MA
Position in SIM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$0
New position
Shares Held
126
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Steel
Basic Materials · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $4,262,948 across 13 Steel names. SIM ranks #13 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NUE |
Nucor Corp
|
8,667 | $1,930,574 | |
| 2 | GGB |
Gerdau S.A.
|
272,075 | $1,099,183 | |
| 3 | STLD |
Steel Dynamics Inc
|
2,986 | $685,167 | |
| 4 | CLF |
Cleveland-Cliffs Inc.
|
32,102 | $301,437 | |
| 5 | RS |
Reliance, Inc.
|
407 | $152,055 | |
| 6 | MT |
ArcelorMittal
|
579 | $34,867 | |
| 7 | TX |
Ternium S.A.
|
549 | $23,442 | |
| 8 | NWPX |
NWPX Infrastructure, Inc.
|
117 | $17,542 |
All Filings in SIM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | — | 126 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||