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
- period ended2026-06-3013F/A 35,652 sharesChange 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 - period ended2026-03-3113F 43,114 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 26,202 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 37,530 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 22,373 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 21,782 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 20,550 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 21,143 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).