Skip to content
Disclosery

Institute for Wealth Management, LLC.: EEM position timeline

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

Institute for Wealth Management, LLC. held 51,646 EEM 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 51,646 shares
    Change vs previous 13F -182 shares

    0.31% of the 13F portfolio, value $3,533,089.

    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 51,828 shares
    Change vs previous 13F +1,529 shares

    0.32% of the 13F portfolio, value $2,943,323.

    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 50,299 shares
    Change vs previous 13F -868 shares

    0.29% of the 13F portfolio, value $2,751,870.

    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 51,167 shares
    Change vs previous 13F -447 shares

    0.28% of the 13F portfolio, value $2,732,308.

    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 51,614 shares
    Change vs previous 13F -861 shares

    0.28% of the 13F portfolio, value $2,489,850.

    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 52,475 shares
    Change vs previous 13F -434 shares

    0.29% of the 13F portfolio, value $2,293,162.

    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 52,909 shares
    Change vs previous 13F -296 shares

    0.28% of the 13F portfolio, value $2,212,659.

    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 53,205 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $2,439,988.

    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).