Integrated Wealth Concepts LLC

Position in TR — Tootsie Roll Industries Inc

CIK 1737109 WALTHAM, MA

Position in TR

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

Position Value

$179,082

New position

Shares Held

4,528

first reported quarter

Ownership

0.006%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#133

of 230 holders

Holding Since

Jun 2026

1 quarter 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. TR ranks #3 (3.7% of the industry book) .

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

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$179,082	4,528	—	Shares	Sole	2026-08-12
No filing history on record for this holder in this stock.