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Integrated Wealth Concepts LLC: TSN position timeline

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

Integrated Wealth Concepts LLC held 35,652 TSN 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 35,652 shares
    Change vs previous 13F -7,462 shares

    0.01% of the 13F portfolio, value $2,041,074.

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

  2. period ended2026-03-31
    13F 43,114 shares
    Change vs previous 13F +16,912 shares

    0.02% of the 13F portfolio, value $2,762,329.

    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 26,202 shares
    Change vs previous 13F -11,328 shares

    0.02% of the 13F portfolio, value $1,535,968.

    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 37,530 shares
    Change vs previous 13F +15,157 shares

    0.02% of the 13F portfolio, value $2,037,883.

    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 22,373 shares
    Change vs previous 13F +591 shares

    0.01% of the 13F portfolio, value $1,251,553.

    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 21,782 shares
    Change vs previous 13F +1,232 shares

    0.02% of the 13F portfolio, value $1,389,920.

    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 20,550 shares
    Change vs previous 13F -593 shares

    0.01% of the 13F portfolio, value $1,180,405.

    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 21,143 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,259,268.

    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).