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Integrated Wealth Concepts LLC: TJX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Integrated Wealth Concepts LLC on TJX, newest first. How the timeline and the estimate are built.

Integrated Wealth Concepts LLC held 60,411 TJX shares at 2026-06-30 per its 13F-HR/A filed 2026-09-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 60,411 shares
    Change vs previous 13F +10,248 shares

    0.06% of the 13F portfolio, value $9,152,354.

    13F-HR/A 0001737109-26-000007 filed by Integrated Wealth Concepts LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 50,163 shares
    Change vs previous 13F +25,985 shares

    0.06% of the 13F portfolio, value $8,010,997.

    13F-HR 0001737109-26-000002 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 24,178 shares
    Change vs previous 13F -10,644 shares

    0.04% of the 13F portfolio, value $3,713,950.

    13F-HR 0001737109-26-000001 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 34,822 shares
    Change vs previous 13F -805 shares

    0.05% of the 13F portfolio, value $5,033,129.

    13F-HR 0001737109-25-000007 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 35,627 shares
    Change vs previous 13F +6,885 shares

    0.04% of the 13F portfolio, value $4,399,612.

    13F-HR 0001737109-25-000006 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 28,742 shares
    Change vs previous 13F -480 shares

    0.04% of the 13F portfolio, value $3,500,734.

    13F-HR 0001737109-25-000004 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 29,222 shares
    Change vs previous 13F -734 shares

    0.04% of the 13F portfolio, value $3,530,307.

    13F-HR 0001737109-25-000002 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 29,956 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,521,004.

    13F-HR 0001737109-24-000006 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).