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Equibles

Integrated Wealth Concepts LLC

Position in XWEL — XWELL, Inc.

CIK 1737109 WALTHAM, MA
Back to XWEL Full portfolio

Position in XWEL

as of Jun 30, 2026 · filed Sep 9, 2026
Position Value
$10,766
-$1,138 QoQ
Shares Held
10,352
0.0% QoQ
Ownership
0.121%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#10
of 23 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in XWEL Over Time

Shares Held

Position Value (USD)

Position in Diagnostics & Research

Healthcare · as of Jun 30, 2026

Integrated Wealth Concepts LLC holds $25,917,165 across 15 Diagnostics & Research names. XWEL ranks #15 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 IDXX
Idexx Laboratories Inc /De
 11,257 $5,926,135
2 TMO
Thermo Fisher Scientific Inc.
 8,524 $4,273,592
3 DGX
Quest Diagnostics Inc
 11,961 $2,535,133
4 DHR
Danaher Corp /De/
 13,075 $2,490,526
5 NTRA
Natera, Inc.
 8,473 $2,299,995
6 ILMN
Illumina, Inc.
 11,540 $2,029,078
7 A
Agilent Technologies, Inc.
 11,555 $1,534,850
8 MEDP
Medpace Holdings, Inc.
 2,287 $1,211,172

All Filings in XWEL

Export CSV
22 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $10,766 10,352
2026-03-31 $11,904 10,352
2025-12-31 $4,761 10,350
2025-09-30 $10,246 10,350
2025-06-30 $9,522 10,350
2025-03-31 $10,557 10,350
2024-12-31 $15,628 10,350
2024-09-30 $17,905 10,350
2024-06-30 $18,630 10,350
2024-03-31 $17,491 10,350
2023-12-31 $18,009 10,350
2023-09-30 $23,287 10,350
2023-06-30 $41,400 207,000
2023-03-31 $74,520 207,000
2022-12-31 $74,520 207,000
2022-09-30 $159,390 207,000
2022-06-30 $142,830 207,000
2022-03-31 $233,910 207,000
2021-12-31 $418,140 207,000
2021-09-30 $304,290 207,000
2021-06-30 $318,780 207,000
2021-03-31 $409,952 222,800