Integrated Wealth Concepts LLC
Position in SNFCA — Security National Financial Corp
CIK 1737109
WALTHAM, MA
Position in SNFCA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,391
New position
Shares Held
368
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#60
of 77 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $15,704,598 across 17 Insurance - Life names. SNFCA ranks #16 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
40,846 | $4,789,193 | |
| 2 | PRU |
Prudential Financial Inc
|
24,420 | $2,635,650 | |
| 3 | UNM |
Unum Group
|
19,387 | $1,733,197 | |
| 4 | MFC |
Manulife Financial Corp
|
37,962 | $1,537,840 | |
| 5 | MET |
Metlife Inc
|
15,968 | $1,351,052 | |
| 6 | GL |
Globe Life Inc.
|
7,166 | $1,280,420 | |
| 7 | PRI |
Primerica, Inc.
|
3,476 | $987,879 | |
| 8 | JXN |
Jackson Financial Inc.
|
6,947 | $711,303 |
All Filings in SNFCA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,391 | 350 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||