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Institute for Wealth Management, LLC.: CSGP position timeline

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

Institute for Wealth Management, LLC. held 20,026 CSGP 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 20,026 shares
    Change vs previous 13F -1,115 shares

    0.05% of the 13F portfolio, value $567,137.

    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 21,141 shares
    Change vs previous 13F +5,485 shares

    0.09% of the 13F portfolio, value $852,828.

    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 15,656 shares
    Change vs previous 13F -611 shares

    0.11% of the 13F portfolio, value $1,052,710.

    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 16,267 shares
    Change vs previous 13F -450 shares

    0.14% of the 13F portfolio, value $1,372,447.

    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 16,717 shares
    Change vs previous 13F -800 shares

    0.15% of the 13F portfolio, value $1,344,047.

    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 17,517 shares
    Change vs previous 13F -30 shares

    0.18% of the 13F portfolio, value $1,387,872.

    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 17,547 shares
    Change vs previous 13F -5,106 shares

    0.16% of the 13F portfolio, value $1,256,190.

    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 22,653 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,708,943.

    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).