Institute for Wealth Management, LLC.: GLW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Institute for Wealth Management, LLC. on GLW, newest first. How the timeline and the estimate are built.
Institute for Wealth Management, LLC. held 9,859 GLW shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 9,859 sharesChange vs previous 13F -62 shares
0.22% of the 13F portfolio, value $2,518,316.
13F-HR 0001754960-26-000654 filed by Institute for Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 9,921 sharesChange vs previous 13F +173 shares
0.14% of the 13F portfolio, value $1,348,975.
13F-HR 0001754960-26-000382 filed by Institute for Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 9,748 sharesChange vs previous 13F 0 shares
0.09% of the 13F portfolio, value $853,546.
13F-HR 0002085853-26-000093 filed by Institute for Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 9,748 sharesChange vs previous 13F -345 shares
0.08% of the 13F portfolio, value $799,639.
13F-HR 0002085853-25-000109 filed by Institute for Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 10,093 sharesChange vs previous 13F -617 shares
0.06% of the 13F portfolio, value $530,798.
13F-HR 0001667731-25-000874 filed by Institute for Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 10,710 sharesChange vs previous 13F -6 shares
0.06% of the 13F portfolio, value $490,310.
13F-HR 0001667731-25-000461 filed by Institute for Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 10,716 sharesChange vs previous 13F -21 shares
0.06% of the 13F portfolio, value $509,209.
13F-HR 0001667731-25-000105 filed by Institute for Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 10,737 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $484,788.
13F-HR 0001533954-24-000005 filed by Institute for Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).