Skip to content
Disclosery

Institute for Wealth Management, LLC.: AOR position timeline

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

Institute for Wealth Management, LLC. held 28,027 AOR 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 28,027 shares
    Change vs previous 13F +5,936 shares

    0.17% of the 13F portfolio, value $1,947,877.

    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 22,091 shares
    Change vs previous 13F +1,916 shares

    0.15% of the 13F portfolio, value $1,421,556.

    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 20,175 shares
    Change vs previous 13F +493 shares

    0.14% of the 13F portfolio, value $1,311,577.

    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 19,682 shares
    Change vs previous 13F -180 shares

    0.13% of the 13F portfolio, value $1,267,128.

    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 19,862 shares
    Change vs previous 13F +5,428 shares

    0.14% of the 13F portfolio, value $1,222,904.

    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 14,434 shares
    Change vs previous 13F +1,381 shares

    0.11% of the 13F portfolio, value $830,966.

    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 13,053 shares
    Change vs previous 13F +92 shares

    0.09% of the 13F portfolio, value $748,198.

    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 12,961 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $767,810.

    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).