Position in SN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$989,298
+$449,738 QoQ
Shares Held
6,497
+27.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#296
of 554 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SN Over Time
Shares Held
Position Value (USD)
Position in Furnishings, Fixtures & Appliances
Consumer Cyclical · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $3,050,254 across 20 Furnishings, Fixtures & Appliances names. SN ranks #2 (32.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MHK |
Mohawk Industries Inc
|
10,020 | $1,215,726 | |
| 2 | SN |
SharkNinja, Inc.
This page
|
6,497 | $989,298 | |
| 3 | WHR |
Whirlpool Corp /De/
|
6,962 | $274,442 | |
| 4 | SGI |
Somnigroup International Inc.
|
1,991 | $156,094 | |
| 5 | LZB |
La-Z-Boy Inc
|
2,977 | $119,437 | |
| 6 | BSET |
Bassett Furniture Industries Inc
|
3,335 | $59,096 | |
| 7 | MLKN |
Millerknoll, Inc.
|
2,003 | $40,981 | |
| 8 | MBC |
MasterBrand, Inc.
|
3,669 | $37,754 |
All Filings in SN
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $989,298 | 6,497 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $539,560 | 5,095 | Shares | Other | 2026-05-15 | |
| 2025-09-30 | $447,155 | 4,335 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $400,117 | 4,042 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $369,089 | 4,425 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||