Institute for Wealth Management, LLC.: IWF position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Institute for Wealth Management, LLC. on IWF, newest first. How the timeline and the estimate are built.
Institute for Wealth Management, LLC. held 2,171 IWF shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 2,171 sharesChange vs previous 13F +2,171 shares
0.02% of the 13F portfolio, value $269,587.
13F-HR 0001754960-26-000654 filed by Institute for Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 0 sharesChange vs previous 13F -455 shares
13F-HR 0001754960-26-000382 filed by Institute for Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-12-3113F 455 sharesChange vs previous 13F -22 shares
0.02% of the 13F portfolio, value $215,352.
13F-HR 0002085853-26-000093 filed by Institute for Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 477 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $223,432.
13F-HR 0002085853-25-000109 filed by Institute for Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 477 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $202,525.
13F-HR 0001667731-25-000874 filed by Institute for Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).