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Integrated Wealth Concepts LLC

Position in USAR — USA Rare Earth, Inc.

CIK 1737109 WALTHAM, MA

Position in USAR

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$213,221
-$52,303 QoQ
Shares Held
14,088
-36.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2025
2 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 Mar 31, 2026

Integrated Wealth Concepts LLC holds $8,243,366 across 11 Other Industrial Metals & Mining names. USAR ranks #8 (2.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
8 USAR
USA Rare Earth, Inc.
This page
14,088 $213,221

All Filings in USAR

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2 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $213,221 14,088
2025-12-31 $265,524 22,313