Stock Taper

INTEGRATED WEALTH CONCEPTS LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
FirstService CorporationFSV1$142
SLR Investment Corp.SLRC1$10
Coastal Financial CorporationCCB1$78
American Coastal Insurance CorporationACIC0$1.01K
Commercial Vehicle Group, Inc.CVGI0$0
Universal Technical Institute, Inc.UTI0$1.24K
Uniti Group Inc.UNIT0$42.45K
United States Lime & Minerals, Inc.USLM0$24.28K
Utah Medical Products, Inc.UTMD0$4.76K
Utz Brands, Inc.UTZ0$22.36K
VSE CorporationVSEC0$1.17M
Valhi, Inc.VHI0$323
United States Antimony CorporationUAMY0$1.62K
Unitil CorporationUTL0$63.91K