Integrated Wealth Concepts LLC
Holdings in TSI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $384,114 | 77,756 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $156,731 | 31,856 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $156,042 | 31,976 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $155,792 | 32,056 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $169,740 | 35,289 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $181,032 | 35,289 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $167,269 | 35,289 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $175,988 | 36,588 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $172,496 | 37,581 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $146,541 | 31,996 | Shares | Sole | 2023-11-15 |
| 2023-06-30 | $149,067 | 32,196 | Shares | Sole | 2023-08-15 |
| 2023-03-31 | $154,772 | 33,071 | Shares | Sole | 2023-05-03 |
| 2022-12-31 | $154,187 | 33,374 | Shares | Sole | 2023-02-13 |
| 2022-09-30 | $159,318 | 33,754 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $76,797 | 15,900 | Shares | Sole | 2022-08-08 |