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Institute for Wealth Management, LLC.: IEV position timeline

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

Institute for Wealth Management, LLC. held 44,846 IEV 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 44,846 shares
    Change vs previous 13F -32 shares

    0.29% of the 13F portfolio, value $3,267,039.

    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 44,878 shares
    Change vs previous 13F +1,246 shares

    0.33% of the 13F portfolio, value $3,049,014.

    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 43,632 shares
    Change vs previous 13F +156 shares

    0.32% of the 13F portfolio, value $2,993,157.

    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 43,476 shares
    Change vs previous 13F -355 shares

    0.3% of the 13F portfolio, value $2,846,838.

    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 43,831 shares
    Change vs previous 13F -548 shares

    0.31% of the 13F portfolio, value $2,772,340.

    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 44,379 shares
    Change vs previous 13F -603 shares

    0.33% of the 13F portfolio, value $2,582,830.

    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 44,982 shares
    Change vs previous 13F -349 shares

    0.29% of the 13F portfolio, value $2,341,738.

    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 45,331 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $2,641,445.

    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).