Skip to content
Disclosery

Institute for Wealth Management, LLC.: DOCU position timeline

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

Institute for Wealth Management, LLC. held 526 DOCU 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 526 shares
    Change vs previous 13F -6,099 shares

    <0.01% of the 13F portfolio, value $23,365.

    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 6,625 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $314,092.

    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).