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Institute for Wealth Management, LLC.: FANG position timeline

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

Institute for Wealth Management, LLC. held 3,312 FANG 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 3,312 shares
    Change vs previous 13F -249 shares

    0.05% of the 13F portfolio, value $582,105.

    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 3,561 shares
    Change vs previous 13F -114 shares

    0.08% of the 13F portfolio, value $704,298.

    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 3,675 shares
    Change vs previous 13F +2 shares

    0.06% of the 13F portfolio, value $552,404.

    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 3,673 shares
    Change vs previous 13F +162 shares

    0.05% of the 13F portfolio, value $525,543.

    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 3,511 shares
    Change vs previous 13F -723 shares

    0.05% of the 13F portfolio, value $482,454.

    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 4,234 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $676,932.

    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 4,234 shares
    Change vs previous 13F -200 shares

    0.09% of the 13F portfolio, value $693,657.

    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 4,434 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $764,422.

    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).