Integrated Wealth Concepts LLC
Position in ZIM — ZIM Integrated Shipping Services Ltd.
CIK 1737109
WALTHAM, MA
Position in ZIM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$469,144
+$46,517 QoQ
Shares Held
18,044
+12.5% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#132
of 245 holders
Holding Since
Mar 2022
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ZIM Over Time
Shares Held
Position Value (USD)
Position in Marine Shipping
Industrials · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $9,847,311 across 16 Marine Shipping names. ZIM ranks #3 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MATX |
Matson, Inc.
|
39,937 | $7,677,089 | |
| 2 | SBLK |
Star Bulk Carriers Corp.
|
32,390 | $808,778 | |
| 3 | ZIM |
ZIM Integrated Shipping Services Ltd.
This page
|
18,044 | $469,144 | |
| 4 | GNK |
Genco Shipping & Trading Ltd
|
17,987 | $445,717 | |
| 5 | KEX |
Kirby Corp
|
1,587 | $215,783 | |
| 6 | GSL |
Global Ship Lease, Inc.
|
2,496 | $93,849 | |
| 7 | SFL |
SFL Corp Ltd.
|
5,611 | $57,232 | |
| 8 | CMRE |
Costamare Inc.
|
2,584 | $36,227 |
All Filings in ZIM
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $469,144 | 18,044 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $422,627 | 16,039 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $389,867 | 18,364 | Shares | Sole | 2026-02-13 | |
| 2023-09-30 | $192,029 | 18,376 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $255,556 | 20,626 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $479,782 | 20,347 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $206,709 | 12,025 | Shares | Sole | 2023-02-13 | |
| 2022-06-30 | $1,202,759 | 25,466 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $371,911 | 5,115 | Shares | Sole | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||