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Institute for Wealth Management, LLC.: GRNY position timeline

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

Institute for Wealth Management, LLC. held 66,468 GRNY 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 66,468 shares
    Change vs previous 13F -411 shares

    0.16% of the 13F portfolio, value $1,837,841.

    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 66,879 shares
    Change vs previous 13F +2,887 shares

    0.17% of the 13F portfolio, value $1,596,403.

    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 63,992 shares
    Change vs previous 13F +1,143 shares

    0.17% of the 13F portfolio, value $1,584,443.

    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 62,849 shares
    Change vs previous 13F -101 shares

    0.16% of the 13F portfolio, value $1,570,598.

    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 62,950 shares
    Change vs previous 13F +18,705 shares

    0.16% of the 13F portfolio, value $1,427,706.

    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 44,245 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $804,153.

    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).