Integrated Wealth Concepts LLC
Position in SSD — Simpson Manufacturing Co., Inc.
CIK 1737109
WALTHAM, MA
Position in SSD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$703,625
-$314,081 QoQ
Shares Held
3,361
-43.3% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#251
of 487 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SSD Over Time
Shares Held
Position Value (USD)
Position in Lumber & Wood Production
Basic Materials · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $1,007,742 across 5 Lumber & Wood Production names. SSD ranks #1 (69.8% of the industry book) .
All Filings in SSD
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $703,625 | 3,361 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,017,706 | 5,930 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $588,719 | 3,646 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $890,887 | 5,320 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $398,214 | 2,564 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $427,257 | 2,720 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $403,630 | 2,434 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $508,395 | 2,658 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $469,693 | 2,787 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $572,247 | 2,789 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $556,917 | 2,813 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $428,906 | 2,863 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $396,525 | 2,863 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $313,899 | 2,863 | Shares | Other | 2023-05-03 | |
| No filing history on record for this holder in this stock. | ||||||