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Institute for Wealth Management, LLC.: BMVP position timeline

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

Institute for Wealth Management, LLC. held 56,975 BMVP 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 56,975 shares
    Change vs previous 13F +2 shares

    0.26% of the 13F portfolio, value $2,921,667.

    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 56,973 shares
    Change vs previous 13F -478 shares

    0.31% of the 13F portfolio, value $2,842,199.

    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 57,451 shares
    Change vs previous 13F -1,509 shares

    0.3% of the 13F portfolio, value $2,805,929.

    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 58,960 shares
    Change vs previous 13F -243 shares

    0.3% of the 13F portfolio, value $2,890,498.

    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 59,203 shares
    Change vs previous 13F -402 shares

    0.32% of the 13F portfolio, value $2,863,068.

    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 59,605 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $2,843,223.

    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 59,605 shares
    Change vs previous 13F -188 shares

    0.35% of the 13F portfolio, value $2,792,416.

    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 59,793 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $2,886,936.

    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).