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Institute for Wealth Management, LLC.: CHI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Institute for Wealth Management, LLC. on CHI, newest first. How the timeline and the estimate are built.

Institute for Wealth Management, LLC. held 1,695 CHI shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,695 shares
    Change vs previous 13F -57,582 shares

    <0.01% of the 13F portfolio, value $22,781.

    13F-HR 0001754960-26-000654 filed by Institute for Wealth Management, 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 59,277 shares
    Change vs previous 13F +581 shares

    0.07% of the 13F portfolio, value $636,638.

    13F-HR 0001754960-26-000382 filed by Institute for Wealth Management, 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 58,696 shares
    Change vs previous 13F -3,210 shares

    0.07% of the 13F portfolio, value $615,135.

    13F-HR 0002085853-26-000093 filed by Institute for Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 61,906 shares
    Change vs previous 13F +2,612 shares

    0.07% of the 13F portfolio, value $667,970.

    13F-HR 0002085853-25-000109 filed by Institute for Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 59,294 shares
    Change vs previous 13F +5,605 shares

    0.07% of the 13F portfolio, value $623,771.

    13F-HR 0001667731-25-000874 filed by Institute for Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 53,689 shares
    Change vs previous 13F +1,371 shares

    0.07% of the 13F portfolio, value $514,876.

    13F-HR 0001667731-25-000461 filed by Institute for Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 52,318 shares
    Change vs previous 13F +5,976 shares

    0.08% of the 13F portfolio, value $624,677.

    13F-HR 0001667731-25-000105 filed by Institute for Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 46,342 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $539,420.

    13F-HR 0001533954-24-000005 filed by Institute for Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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