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Institute for Wealth Management, LLC.: JOET position timeline

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

Institute for Wealth Management, LLC. held 36,312 JOET 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 36,312 shares
    Change vs previous 13F -450 shares

    0.15% of the 13F portfolio, value $1,680,705.

    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 36,762 shares
    Change vs previous 13F -89 shares

    0.16% of the 13F portfolio, value $1,471,583.

    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 36,851 shares
    Change vs previous 13F -238 shares

    0.16% of the 13F portfolio, value $1,547,742.

    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 37,089 shares
    Change vs previous 13F -2,183 shares

    0.17% of the 13F portfolio, value $1,595,198.

    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 39,272 shares
    Change vs previous 13F -1,100 shares

    0.18% of the 13F portfolio, value $1,606,225.

    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 40,372 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $1,476,405.

    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 40,372 shares
    Change vs previous 13F -265 shares

    0.19% of the 13F portfolio, value $1,525,255.

    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 40,637 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,494,629.

    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).