Integrated Wealth Concepts LLC

Position in TDY — Teledyne Technologies Inc

CIK 1737109 WALTHAM, MA

Position in TDY

as of Jun 30, 2026 · filed Sep 9, 2026 Compact

Position Value

$669,567

-$315,389 QoQ

Shares Held

1,004

-38.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#454

of 890 holders

Holding Since

Sep 2021

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Integrated Wealth Concepts LLC holds $9,947,503 across 7 Scientific & Technical Instruments names. TDY ranks #6 (6.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COHR	Coherent Corp.	9,746	$3,844,504
2	KEYS	Keysight Technologies, Inc.	6,052	$2,118,623
3	CGNX	Cognex Corp	15,916	$1,152,636
4	GRMN	Garmin Ltd	4,700	$1,116,438
5	MKSI	Mks Inc	2,195	$976,336
6	TDY	Teledyne Technologies Inc This page	1,004	$669,567
7	GNSS	Genasys Inc.	40,823	$69,399

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$669,567	1,004	-38.3%	Shares	Other	2026-09-09
2026-03-31	$984,956	1,628	+281.3%	Shares	Other	2026-05-15
2025-12-31	$218,081	427	-76.3%	Shares	Other	2026-02-13
2025-09-30	$1,055,458	1,801	-32.1%	Shares	Other	2025-11-14
2025-06-30	$1,358,133	2,651	-6.9%	Shares	Other	2025-08-14
2025-03-31	$1,416,482	2,846	+9.7%	Shares	Other	2025-05-15
2024-12-31	$1,204,417	2,595	-4.1%	Shares	Other	2025-02-14
2024-09-30	$1,183,870	2,705	-1.2%	Shares	Other	2024-11-14
2024-06-30	$1,062,677	2,739	+35.5%	Shares	Other	2024-08-14
2024-03-31	$868,085	2,022	+1.8%	Shares	Other	2024-05-15
2023-12-31	$886,778	1,987	-32.5%	Shares	Other	2024-02-13
2023-09-30	$1,203,268	2,945	+375.8%	Shares	Other	2023-11-15
2023-06-30	$254,477	619	-29.3%	Shares	Other	2023-08-15
2023-03-31	$391,440	875	+1.2%	Shares	Other	2023-05-03
2021-12-31	$377,909	865	-0.7%	Shares	Other	2022-02-15
2021-09-30	$374,164	871	—	Shares	Other	2021-11-15
No filing history on record for this holder in this stock.