Integrated Wealth Concepts LLC

Position in XRX — Xerox Holdings Corp

CIK 1737109 WALTHAM, MA

Position in XRX

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

Position Value

$28,263

New position

Shares Held

9,252

first reported quarter

Ownership

0.007%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#148

of 230 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Integrated Wealth Concepts LLC holds $53,149 across 4 Business Equipment & Supplies names. XRX ranks #1 (53.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XRX	Xerox Holdings Corp This page	9,252	$28,263
2	EBF	Ennis, Inc.	452	$9,605
3	ACCO	ACCO BRANDS Corp	2,290	$9,526
4	ACTG	Acacia Research Corp	1,235	$5,755

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30 XRXDW	—	222	—	Shares	Sole	2026-08-12
2026-06-30	$28,263	9,030	—	Shares	Sole	2026-08-12
No filing history on record for this holder in this stock.