BGS — B&G FOODS

Ownership history in Integrated Wealth Concepts LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which Integrated Wealth Concepts LLC reported a position in B&G FOODS (BGS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 10,155 — — 0.00% $45K $4.24
% of Fund (quarterly)    BGS price (monthly, adj. close)

Other funds also holding BGS

As of 2025 Q4 — sorted by position size

1060 Capital, LLC 3Y 7Y 4.29% Dana Investment Advisors, Inc. 3Y 7Y 0.17% COOPER/HAIMS ADVISORS, LLC 3Y 7Y 0.16% INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 3Y 7Y 0.12% CastleKnight Management LP 3Y 0.09% GSA CAPITAL PARTNERS LLP 3Y 7Y 0.08% Factorial Partners, LLC 3Y 7Y 0.06% BRIDGEWAY CAPITAL MANAGEMENT, LLC 3Y 7Y 0.06% Independent Wealth Network Inc. 3Y 0.05% Susquehanna Portfolio Strategies, LLC 0.04%
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