Integrated Wealth Concepts LLC

Position in HSY — Hershey Co

CIK 1737109 WALTHAM, MA

Position in HSY

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,655,897

-$386,414 QoQ

Shares Held

9,438

-3.9% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#502

of 1,406 holders

Holding Since

Sep 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Integrated Wealth Concepts LLC holds $4,844,799 across 3 Confectioners names. HSY ranks #2 (34.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MDLZ	Mondelez International, Inc.	52,037	$3,009,820
2	HSY	Hershey Co This page	9,438	$1,655,897
3	TR	Tootsie Roll Industries Inc	4,528	$179,082

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,655,897	9,438	-3.9%	Shares	Sole	2026-08-12
2026-03-31	$2,042,311	9,824	+78.0%	Shares	Other	2026-05-15
2025-09-30	$1,032,516	5,520	-6.6%	Shares	Other	2025-11-14
2025-06-30	$980,432	5,908	-27.9%	Shares	Other	2025-08-14
2025-03-31	$1,401,932	8,197	-4.9%	Shares	Other	2025-05-15
2024-12-31	$1,459,119	8,616	-22.2%	Shares	Other	2025-02-14
2024-09-30	$2,123,579	11,073	+49.1%	Shares	Other	2024-11-14
2024-06-30	$1,365,121	7,426	+13.4%	Shares	Other	2024-08-14
2024-03-31	$1,273,197	6,546	-19.0%	Shares	Other	2024-05-15
2023-12-31	$1,507,180	8,084	+26.0%	Shares	Other	2024-02-13
2023-09-30	$1,283,313	6,414	-16.0%	Shares	Other	2023-11-15
2023-06-30	$1,907,208	7,638	+140.8%	Shares	Other	2023-08-15
2023-03-31	$806,988	3,172	+67.0%	Shares	Other	2023-05-03
2022-12-31	$439,751	1,899	-4.1%	Shares	Other	2023-02-13
2022-09-30	$436,751	1,981	+61.2%	Shares	Other	2022-11-14
2022-06-30	$264,431	1,229	+1.0%	Shares	Other	2022-08-08
2022-03-31	$263,638	1,217	-7.0%	Shares	Other	2022-05-12
2021-12-31	$253,252	1,309	+0.2%	Shares	Other	2022-02-15
2021-09-30	$221,209	1,307	—	Shares	Other	2021-11-15
No filing history on record for this holder in this stock.