Institute for Wealth Management, LLC.: ABNB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Institute for Wealth Management, LLC. on ABNB, newest first. How the timeline and the estimate are built.
Institute for Wealth Management, LLC. held 4,030 ABNB shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 4,030 sharesChange vs previous 13F +83 shares
0.05% of the 13F portfolio, value $576,693.
13F-HR 0001754960-26-000654 filed by Institute for Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,947 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $498,428.
13F-HR 0001754960-26-000382 filed by Institute for Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,947 sharesChange vs previous 13F -141 shares
0.06% of the 13F portfolio, value $535,687.
13F-HR 0002085853-26-000093 filed by Institute for Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,088 sharesChange vs previous 13F +4 shares
0.05% of the 13F portfolio, value $496,365.
13F-HR 0002085853-25-000109 filed by Institute for Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,084 sharesChange vs previous 13F +15 shares
0.06% of the 13F portfolio, value $540,477.
13F-HR 0001667731-25-000874 filed by Institute for Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,069 sharesChange vs previous 13F +10 shares
0.06% of the 13F portfolio, value $486,083.
13F-HR 0001667731-25-000461 filed by Institute for Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,059 sharesChange vs previous 13F -349 shares
0.07% of the 13F portfolio, value $533,394.
13F-HR 0001667731-25-000105 filed by Institute for Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 4,408 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $558,979.
13F-HR 0001533954-24-000005 filed by Institute for Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).