Integrated Wealth Concepts LLC

Position in STLD — Steel Dynamics Inc

CIK 1737109 WALTHAM, MA

Position in STLD

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$504,360

+$186,303 QoQ

Shares Held

2,802

+49.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

8 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Basic Materials · as of Mar 31, 2026

Integrated Wealth Concepts LLC holds $2,758,655 across 4 Steel names. STLD ranks #3 (18.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NUE	Nucor Corp	6,929	$1,171,693
2	CLF	Cleveland-Cliffs Inc.	76,561	$646,940
3	STLD	Steel Dynamics Inc This page	2,802	$504,360
4	GGB	Gerdau S.A.	120,682	$435,662

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$504,360	2,802	+49.3%	Shares	Other	2026-05-15
2025-12-31	$318,057	1,877	-14.9%	Shares	Other	2026-02-13
2025-09-30	$307,443	2,205	-44.4%	Shares	Other	2025-11-14
2025-06-30	$507,815	3,967	+79.1%	Shares	Other	2025-08-14
2024-03-31	$328,329	2,215	+4.4%	Shares	Other	2024-05-15
2023-12-31	$250,490	2,121	-9.7%	Shares	Other	2024-02-13
2023-09-30	$251,967	2,350	-8.0%	Shares	Other	2023-11-15
2023-06-30	$278,316	2,555	—	Shares	Other	2023-08-15
No filing history on record for this holder in this stock.