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Disclosery

Institute for Wealth Management, LLC.: CTSH position timeline

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

Institute for Wealth Management, LLC. held 4,041 CTSH 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 4,041 shares
    Change vs previous 13F -649 shares

    0.01% of the 13F portfolio, value $156,505.

    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 4,690 shares
    Change vs previous 13F -60 shares

    0.03% of the 13F portfolio, value $287,725.

    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 4,750 shares
    Change vs previous 13F -210 shares

    0.04% of the 13F portfolio, value $394,280.

    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 4,960 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $332,692.

    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).