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Institute for Wealth Management, LLC.: GOOGL position timeline

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

Institute for Wealth Management, LLC. held 55,480 GOOGL 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 55,480 shares
    Change vs previous 13F -1,111 shares

    1.75% of the 13F portfolio, value $19,826,728.

    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 56,591 shares
    Change vs previous 13F +1,145 shares

    1.75% of the 13F portfolio, value $16,273,441.

    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 55,446 shares
    Change vs previous 13F -899 shares

    1.84% of the 13F portfolio, value $17,354,478.

    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 56,345 shares
    Change vs previous 13F -2,241 shares

    1.43% of the 13F portfolio, value $13,697,459.

    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 58,586 shares
    Change vs previous 13F +338 shares

    1.15% of the 13F portfolio, value $10,324,536.

    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 58,248 shares
    Change vs previous 13F +322 shares

    1.16% of the 13F portfolio, value $9,007,519.

    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 57,926 shares
    Change vs previous 13F -2,302 shares

    1.38% of the 13F portfolio, value $10,965,456.

    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 60,228 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $9,988,738.

    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).