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Integrated Wealth Concepts LLC

Position in USAR — USA Rare Earth, Inc.

CIK 1737109 WALTHAM, MA

Position in USAR

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$317,808
+$104,587 QoQ
Shares Held
14,727
+4.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#209
of 391 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in USAR Over Time

Shares Held

Position Value (USD)

Position in Other Industrial Metals & Mining

Basic Materials · as of Jun 30, 2026

Integrated Wealth Concepts LLC holds $9,368,441 across 36 Other Industrial Metals & Mining names. USAR ranks #6 (3.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
6 USAR
USA Rare Earth, Inc.
This page
14,727 $317,808

All Filings in USAR

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3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $317,808 14,727
2026-03-31 $213,221 14,088
2025-12-31 $265,524 22,313