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Disclosery

Integrated Wealth Concepts LLC: TSM position timeline

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

Integrated Wealth Concepts LLC held 39,811 TSM 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 39,811 shares
    Change vs previous 13F -2,675 shares

    0.12% of the 13F portfolio, value $19,012,449.

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

  2. period ended2026-03-31
    13F 42,486 shares
    Change vs previous 13F +30,176 shares

    0.11% of the 13F portfolio, value $14,358,112.

    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 12,310 shares
    Change vs previous 13F -31,787 shares

    0.04% of the 13F portfolio, value $3,740,990.

    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 44,097 shares
    Change vs previous 13F +7,111 shares

    0.11% of the 13F portfolio, value $12,315,930.

    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 36,986 shares
    Change vs previous 13F -7,409 shares

    0.08% of the 13F portfolio, value $8,376,892.

    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 44,395 shares
    Change vs previous 13F +12,681 shares

    0.09% of the 13F portfolio, value $7,369,542.

    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 31,714 shares
    Change vs previous 13F -16,846 shares

    0.07% of the 13F portfolio, value $6,263,114.

    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 48,560 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $8,433,350.

    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).