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Institute for Wealth Management, LLC.: GOOG position timeline

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

Institute for Wealth Management, LLC. held 14,171 GOOG 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 14,171 shares
    Change vs previous 13F -2,175 shares

    0.44% of the 13F portfolio, value $5,006,890.

    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 16,346 shares
    Change vs previous 13F +268 shares

    0.5% of the 13F portfolio, value $4,688,985.

    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 16,078 shares
    Change vs previous 13F -304 shares

    0.53% of the 13F portfolio, value $5,045,167.

    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 16,382 shares
    Change vs previous 13F -230 shares

    0.42% of the 13F portfolio, value $3,989,829.

    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 16,612 shares
    Change vs previous 13F -463 shares

    0.33% of the 13F portfolio, value $2,946,730.

    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 17,075 shares
    Change vs previous 13F -104 shares

    0.34% of the 13F portfolio, value $2,667,681.

    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 17,179 shares
    Change vs previous 13F -153 shares

    0.41% of the 13F portfolio, value $3,271,523.

    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 17,332 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $2,897,717.

    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).