Position in VLTO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$377,599
-$110,833 QoQ
Shares Held
4,258
-22.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#519
of 970 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VLTO Over Time
Shares Held
Position Value (USD)
Position in Pollution & Treatment Controls
Industrials · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $1,065,180 across 9 Pollution & Treatment Controls names. VLTO ranks #2 (35.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PCT |
PureCycle Technologies, Inc.
|
76,059 | $616,838 | |
| 2 | VLTO |
Veralto Corp
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|
4,258 | $377,599 | |
| 3 | ZWS |
Zurn Elkay Water Solutions Corp
|
384 | $19,403 | |
| 4 | ADUR |
Aduro Clean Technologies Inc.
|
1,167 | $18,391 | |
| 5 | CECO |
Ceco Environmental Corp
|
155 | $14,064 | |
| 6 | ARQ |
Arq, Inc.
|
3,783 | $9,646 | |
| 7 | CDZI |
Cadiz Inc
|
891 | $3,724 | |
| 8 | ERII |
Energy Recovery, Inc.
|
332 | $2,994 |
All Filings in VLTO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $377,599 | 4,258 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $488,432 | 5,524 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $624,622 | 6,260 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $771,749 | 7,239 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $620,236 | 6,144 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $264,089 | 2,710 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $294,652 | 2,893 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $304,259 | 2,720 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $364,695 | 3,820 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $243,105 | 2,742 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $242,667 | 2,950 | Shares | Other | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||