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Institute for Wealth Management, LLC.: FISV position timeline

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

Institute for Wealth Management, LLC. held 4,914 FISV 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 4,914 shares
    Change vs previous 13F -205 shares

    0.02% of the 13F portfolio, value $241,041.

    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 5,119 shares
    Change vs previous 13F -53 shares

    0.03% of the 13F portfolio, value $285,650.

    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 5,172 shares
    Change vs previous 13F -2,623 shares

    0.04% of the 13F portfolio, value $347,429.

    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 7,795 shares
    Change vs previous 13F -249 shares

    0.1% of the 13F portfolio, value $1,005,020.

    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 8,044 shares
    Change vs previous 13F +1,826 shares

    0.15% of the 13F portfolio, value $1,386,880.

    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 6,218 shares
    Change vs previous 13F -48 shares

    0.18% of the 13F portfolio, value $1,373,139.

    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 6,266 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $1,287,178.

    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 6,266 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,125,702.

    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).