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Institute for Wealth Management, LLC.: CIBR position timeline

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

Institute for Wealth Management, LLC. held 9,073 CIBR 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 9,073 shares
    Change vs previous 13F +150 shares

    0.07% of the 13F portfolio, value $815,234.

    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 8,923 shares
    Change vs previous 13F -21,877 shares

    0.06% of the 13F portfolio, value $559,310.

    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 30,800 shares
    Change vs previous 13F +455 shares

    0.23% of the 13F portfolio, value $2,200,675.

    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 30,345 shares
    Change vs previous 13F +4,178 shares

    0.24% of the 13F portfolio, value $2,306,533.

    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 26,167 shares
    Change vs previous 13F +561 shares

    0.22% of the 13F portfolio, value $1,977,711.

    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 25,606 shares
    Change vs previous 13F +2,266 shares

    0.21% of the 13F portfolio, value $1,613,184.

    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 23,340 shares
    Change vs previous 13F +257 shares

    0.19% of the 13F portfolio, value $1,480,929.

    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 23,083 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,367,210.

    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).