Integrated Wealth Concepts LLC

Position in WAB — Westinghouse Air Brake Technologies Corp

CIK 1737109 WALTHAM, MA

Position in WAB

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,858,083

-$17,491 QoQ

Shares Held

6,892

-8.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#418

of 1,166 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Integrated Wealth Concepts LLC holds $16,715,631 across 10 Railroads names. WAB ranks #3 (11.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNP	Union Pacific Corp	31,493	$8,566,096
2	CSX	Csx Corp	61,043	$2,901,373
3	WAB	Westinghouse Air Brake Technologies Corp This page	6,892	$1,858,083
4	CP	Canadian Pacific Kansas City Ltd/Cn	18,169	$1,574,343
5	NSC	Norfolk Southern Corp	4,144	$1,303,660
6	CNI	Canadian National Railway Co	4,043	$482,087
7	GBX	Greenbrier Companies Inc	408	$19,996
8	TRN	Trinity Industries Inc	223	$7,711

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,858,083	6,892	-8.2%	Shares	Sole	2026-08-12
2026-03-31	$1,875,574	7,505	+339.7%	Shares	Other	2026-05-15
2025-12-31	$364,359	1,707	-64.6%	Shares	Other	2026-02-13
2025-09-30	$966,064	4,819	-29.4%	Shares	Other	2025-11-14
2025-06-30	$1,429,023	6,826	+1.8%	Shares	Other	2025-08-14
2025-03-31	$1,215,951	6,705	-5.7%	Shares	Other	2025-05-15
2024-12-31	$1,347,795	7,109	+0.6%	Shares	Other	2025-02-14
2024-09-30	$1,285,113	7,070	-2.5%	Shares	Other	2024-11-14
2024-06-30	$1,145,704	7,249	-2.8%	Shares	Other	2024-08-14
2024-03-31	$1,086,335	7,457	+31.9%	Shares	Other	2024-05-15
2023-12-31	$717,492	5,654	—	Shares	Other	2024-02-13
No filing history on record for this holder in this stock.