CSMD — CONGRESS SMID

Ownership history in Integrated Wealth Concepts LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Integrated Wealth Concepts LLC reported a position in CONGRESS SMID (CSMD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.05% (2025 Q4)
Avg. % of fund
0.04%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 122,535 +9,910 +8.8% 0.05% $3.9M $31.62
2025 Q3 ADDED 112,625 +16,371 +17.0% 0.03% $3.8M $33.31
2025 Q2 INITIATED 96,254 — — 0.03% $3.0M $31.18
% of Fund (quarterly)    CSMD price (monthly, adj. close)

Other funds also holding CSMD

As of 2025 Q4 — sorted by position size

HANTZ FINANCIAL SERVICES, INC. 3Y 3.49% Clarendon Private LLC 2.2% Beacon Bank & Trust 3Y 0.67% MGO ONE SEVEN LLC 3Y 7Y 0.3% Brooklyn Investment Group 0.25% Financial Network Wealth Advisors LLC 0.25% Portside Wealth Group, LLC 0.25% Revisor Wealth Management LLC 0.19% NORDEN GROUP LLC 0.07% Rockefeller Capital Management L.P. 3Y 7Y 0.04%
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