Integrated Wealth Concepts LLC
Position in TMCI — Treace Medical Concepts, Inc.
CIK 1737109
WALTHAM, MA
Position in TMCI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$22,912
New position
Shares Held
5,757
first reported quarter
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#88
of 116 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Medical Devices
Healthcare · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $22,524,000 across 94 Medical Devices names. TMCI ranks #43 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
64,349 | $5,839,028 | |
| 2 | MDT |
Medtronic plc
|
42,824 | $3,350,121 | |
| 3 | SYK |
Stryker Corp
|
10,487 | $3,301,727 | |
| 4 | GEHC |
GE HealthCare Technologies Inc.
|
28,976 | $1,854,753 | |
| 5 | BSX |
Boston Scientific Corp
|
27,578 | $1,177,029 | |
| 6 | EW |
Edwards Lifesciences Corp
|
12,704 | $1,149,203 | |
| 7 | PODD |
Insulet Corp
|
6,686 | $1,017,943 | |
| 8 | DXCM |
Dexcom Inc
|
10,715 | $721,655 |
All Filings in TMCI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,912 | 5,757 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||