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Institute for Wealth Management, LLC.: HIG position timeline

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

Institute for Wealth Management, LLC. held 25,896 HIG 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 25,896 shares
    Change vs previous 13F -311 shares

    0.3% of the 13F portfolio, value $3,431,725.

    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 26,207 shares
    Change vs previous 13F -80 shares

    0.38% of the 13F portfolio, value $3,544,027.

    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 26,287 shares
    Change vs previous 13F -855 shares

    0.38% of the 13F portfolio, value $3,622,411.

    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 27,142 shares
    Change vs previous 13F -939 shares

    0.38% of the 13F portfolio, value $3,620,532.

    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 28,081 shares
    Change vs previous 13F -853 shares

    0.4% of the 13F portfolio, value $3,562,694.

    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 28,934 shares
    Change vs previous 13F -1,007 shares

    0.46% of the 13F portfolio, value $3,580,060.

    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 29,941 shares
    Change vs previous 13F -129 shares

    0.41% of the 13F portfolio, value $3,275,563.

    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 30,070 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $3,536,529.

    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).