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INTEGRATED WEALTHCARE, LLC: CGSM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of INTEGRATED WEALTHCARE, LLC on CGSM, newest first. How the timeline and the estimate are built.

INTEGRATED WEALTHCARE, LLC held 199,147 CGSM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 199,147 shares
    Change vs previous 13F +3,178 shares

    3.93% of the 13F portfolio, value $5,254,494.

    13F-HR 0001951757-26-001035 filed by INTEGRATED WEALTHCARE, 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 195,969 shares
    Change vs previous 13F +418 shares

    4.31% of the 13F portfolio, value $5,150,065.

    13F-HR 0001951757-26-000809 filed by INTEGRATED WEALTHCARE, 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 195,551 shares
    Change vs previous 13F not available

    4.33% of the 13F portfolio, value $5,150,813.

    13F-HR 0001951757-26-000278 filed by INTEGRATED WEALTHCARE, LLC
    Filed (acceptance time not in the bulk data set), ingested

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