Ownership history in Integrated Wealth Concepts LLC · 17 quarters on record
This page tracks every 13F SEC filing in which Integrated Wealth Concepts LLC reported a position in HERSHEY COMPANY (HSY). 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 | REDUCED | 5,520 | -388 | -6.6% | 0.01% | $1.0M | $184.41 |
| 2025 Q2 | REDUCED | 5,908 | -2,289 | -27.9% | 0.01% | $980K | $162.36 |
| 2025 Q1 | REDUCED | 8,197 | -419 | -4.9% | 0.02% | $1.4M | $165.93 |
| 2024 Q4 | REDUCED | 8,616 | -2,457 | -22.2% | 0.02% | $1.5M | $162.90 |
| 2024 Q3 | ADDED | 11,073 | +3,647 | +49.1% | 0.03% | $2.1M | $183.00 |
| 2024 Q2 | ADDED | 7,426 | +880 | +13.4% | 0.02% | $1.4M | $174.19 |
| 2024 Q1 | REDUCED | 6,546 | -1,538 | -19.0% | 0.02% | $1.3M | $183.07 |
| 2023 Q4 | ADDED | 8,084 | +1,670 | +26.0% | 0.02% | $1.5M | $174.24 |
| 2023 Q3 | REDUCED | 6,414 | -1,224 | -16.0% | 0.02% | $1.3M | $185.85 |
| 2023 Q2 | ADDED | 7,638 | +4,466 | +140.8% | 0.03% | $1.9M | $230.68 |
As of 2025 Q4 — sorted by position size