Position in UFPI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$242,003
+$12,440 QoQ
Shares Held
2,667
+7.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#255
of 384 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UFPI 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. UFPI ranks #2 (24.0% of the industry book) .
All Filings in UFPI
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $242,003 | 2,667 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $229,563 | 2,492 | Shares | Other | 2026-05-15 | |
| 2025-09-30 | $204,182 | 2,184 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $288,640 | 2,905 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $316,731 | 2,959 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $308,435 | 2,738 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $357,284 | 2,723 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $319,312 | 2,851 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $348,487 | 2,833 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $391,213 | 3,116 | Shares | Other | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||