Position in WHR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$274,442
-$97,383 QoQ
Shares Held
6,962
+100.3% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#250
of 449 holders
Holding Since
Sep 2021
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WHR Over Time
Shares Held
Position Value (USD)
Position in Furnishings, Fixtures & Appliances
Consumer Cyclical · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $3,050,254 across 20 Furnishings, Fixtures & Appliances names. WHR ranks #3 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MHK |
Mohawk Industries Inc
|
10,020 | $1,215,726 | |
| 2 | SN |
SharkNinja, Inc.
|
6,497 | $989,298 | |
| 3 | WHR |
Whirlpool Corp /De/
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|
6,962 | $274,442 | |
| 4 | SGI |
Somnigroup International Inc.
|
1,991 | $156,094 | |
| 5 | LZB |
La-Z-Boy Inc
|
2,977 | $119,437 | |
| 6 | BSET |
Bassett Furniture Industries Inc
|
3,335 | $59,096 | |
| 7 | MLKN |
Millerknoll, Inc.
|
2,003 | $40,981 | |
| 8 | MBC |
MasterBrand, Inc.
|
3,669 | $37,754 |
All Filings in WHR
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $274,442 | 6,962 | Shares | Sole | 2026-08-12 | |
| 2024-09-30 | $371,825 | 3,475 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $404,609 | 3,959 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $388,797 | 3,250 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $260,953 | 2,143 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $442,814 | 3,312 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $233,600 | 1,570 | Shares | Other | 2023-08-15 | |
| 2022-09-30 | $415,888 | 3,085 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $359,917 | 2,324 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $359,209 | 2,079 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $383,669 | 1,635 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $269,910 | 1,324 | Shares | Other | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||