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Institute for Wealth Management, LLC.: AMD position timeline

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

Institute for Wealth Management, LLC. held 27,331 AMD 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 27,331 shares
    Change vs previous 13F -957 shares

    1.4% of the 13F portfolio, value $15,876,852.

    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 28,288 shares
    Change vs previous 13F -420 shares

    0.62% of the 13F portfolio, value $5,754,649.

    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 28,708 shares
    Change vs previous 13F -267 shares

    0.65% of the 13F portfolio, value $6,148,106.

    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 28,975 shares
    Change vs previous 13F -174 shares

    0.49% of the 13F portfolio, value $4,687,866.

    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).

  5. period ended2025-06-30
    13F 29,149 shares
    Change vs previous 13F -1,769 shares

    0.46% of the 13F portfolio, value $4,136,244.

    13F-HR 0001667731-25-000874 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).

  6. period ended2025-03-31
    13F 30,918 shares
    Change vs previous 13F -216 shares

    0.41% of the 13F portfolio, value $3,176,516.

    13F-HR 0001667731-25-000461 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).

  7. period ended2024-12-31
    13F 31,134 shares
    Change vs previous 13F -1,398 shares

    0.47% of the 13F portfolio, value $3,760,676.

    13F-HR 0001667731-25-000105 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).

  8. period ended2024-09-30
    13F 32,532 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $5,337,851.

    13F-HR 0001533954-24-000005 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).