Skip to content
Disclosery

Institute for Wealth Management, LLC.: CMCSA position timeline

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

Institute for Wealth Management, LLC. held 22,490 CMCSA 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 22,490 shares
    Change vs previous 13F -7,157 shares

    0.05% of the 13F portfolio, value $552,125.

    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 29,647 shares
    Change vs previous 13F -254 shares

    0.09% of the 13F portfolio, value $851,171.

    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 29,901 shares
    Change vs previous 13F -1,534 shares

    0.09% of the 13F portfolio, value $893,731.

    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 31,435 shares
    Change vs previous 13F +2,885 shares

    0.1% of the 13F portfolio, value $987,678.

    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 28,550 shares
    Change vs previous 13F -451 shares

    0.11% of the 13F portfolio, value $1,018,960.

    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 29,001 shares
    Change vs previous 13F -245 shares

    0.14% of the 13F portfolio, value $1,070,133.

    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 29,246 shares
    Change vs previous 13F -431 shares

    0.14% of the 13F portfolio, value $1,097,585.

    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 29,677 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,239,608.

    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).