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INSIGNEO ADVISORY SERVICES, LLC: CAIQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of INSIGNEO ADVISORY SERVICES, LLC on CAIQ, newest first. How the timeline and the estimate are built.

INSIGNEO ADVISORY SERVICES, LLC held 44,915 CAIQ shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,915 shares
    Change vs previous 13F +15,213 shares

    0.05% of the 13F portfolio, value $1,205,975.

    13F-HR 0001964958-26-000003 filed by INSIGNEO ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 29,702 shares
    Change vs previous 13F +16,274 shares

    0.05% of the 13F portfolio, value $708,030.

    13F-HR 0001964958-26-000002 filed by INSIGNEO ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 13,428 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $344,091.

    13F-HR 0001964958-26-000001 filed by INSIGNEO ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).