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INTEGRITY WEALTH ADVISORS, INC.: CPZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of INTEGRITY WEALTH ADVISORS, INC. on CPZ, newest first. How the timeline and the estimate are built.

INTEGRITY WEALTH ADVISORS, INC. held 57,058 CPZ shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 57,058 shares
    Change vs previous 13F +10,399 shares

    0.46% of the 13F portfolio, value $774,277.

    13F-HR 0001172661-26-001860 filed by INTEGRITY WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 46,659 shares
    Change vs previous 13F -42,624 shares

    0.48% of the 13F portfolio, value $682,155.

    13F-HR 0001172661-26-001042 filed by INTEGRITY WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 89,283 shares
    Change vs previous 13F +49,288 shares

    0.52% of the 13F portfolio, value $1,445,639.

    13F-HR 0001172661-25-005084 filed by INTEGRITY WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 39,995 shares
    Change vs previous 13F -13,669 shares

    0.45% of the 13F portfolio, value $649,132.

    13F-HR 0001172661-25-003417 filed by INTEGRITY WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 53,664 shares
    Change vs previous 13F +2,783 shares

    0.61% of the 13F portfolio, value $835,014.

    13F-HR 0001172661-25-002434 filed by INTEGRITY WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 50,881 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $754,566.

    13F-HR 0001172661-25-000824 filed by INTEGRITY WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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