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Integrated Wealth Concepts LLC

Position in WDFC — Wd 40 Co

CIK 1737109 WALTHAM, MA

Position in WDFC

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$87,953
New position
Shares Held
361
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#282
of 383 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 0% Shared 0% None 100%

Position in Specialty Chemicals

Basic Materials · as of Jun 30, 2026

Integrated Wealth Concepts LLC holds $29,250,015 across 50 Specialty Chemicals names. WDFC ranks #26 (0.3% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in WDFC

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $87,953 361