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Integrated Wealth Concepts LLC: TSI position timeline

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

Integrated Wealth Concepts LLC held 34,949 TSI 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 34,949 shares
    Change vs previous 13F -7,390 shares

    <0.01% of the 13F portfolio, value $157,620.

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

  2. period ended2026-03-31
    13F 42,339 shares
    Change vs previous 13F -35,417 shares

    <0.01% of the 13F portfolio, value $190,102.

    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 77,756 shares
    Change vs previous 13F +45,900 shares

    <0.01% of the 13F portfolio, value $384,115.

    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 31,856 shares
    Change vs previous 13F -120 shares

    <0.01% of the 13F portfolio, value $156,732.

    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 31,976 shares
    Change vs previous 13F -80 shares

    <0.01% of the 13F portfolio, value $156,043.

    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 32,056 shares
    Change vs previous 13F -3,233 shares

    <0.01% of the 13F portfolio, value $155,792.

    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 35,289 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $169,740.

    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 35,289 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $181,033.

    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).