Integrated Wealth Concepts LLC

Position in WMK — Weis Markets Inc

CIK 1737109 WALTHAM, MA

Position in WMK

as of Jun 30, 2026 · filed Sep 9, 2026 Compact

Position Value

$4,006,261

New position

Shares Held

51,159

first reported quarter

Ownership

0.207%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Integrated Wealth Concepts LLC holds $6,453,211 across 4 Grocery Stores names. WMK ranks #1 (62.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMK	Weis Markets Inc This page	51,159	$4,006,261
2	KR	Kroger Co	22,622	$1,256,199
3	SFM	Sprouts Farmers Market, Inc.	12,601	$1,065,792
4	GO	Grocery Outlet Holding Corp.	12,521	$124,959

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,006,261	51,159	—	Shares	Other	2026-09-09
No filing history on record for this holder in this stock.