Skip to content
Disclosery

Institute for Wealth Management, LLC.: IWM position timeline

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

Institute for Wealth Management, LLC. held 12,226 IWM 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 12,226 shares
    Change vs previous 13F -3,229 shares

    0.32% of the 13F portfolio, value $3,673,175.

    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 15,455 shares
    Change vs previous 13F +2,257 shares

    0.41% of the 13F portfolio, value $3,832,870.

    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 13,198 shares
    Change vs previous 13F -469 shares

    0.34% of the 13F portfolio, value $3,248,891.

    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 13,667 shares
    Change vs previous 13F -190 shares

    0.34% of the 13F portfolio, value $3,306,827.

    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 13,857 shares
    Change vs previous 13F +1,010 shares

    0.33% of the 13F portfolio, value $2,990,113.

    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 12,847 shares
    Change vs previous 13F +1,500 shares

    0.33% of the 13F portfolio, value $2,562,768.

    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 11,347 shares
    Change vs previous 13F +864 shares

    0.31% of the 13F portfolio, value $2,507,249.

    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 10,483 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $2,315,582.

    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).