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Institute for Wealth Management, LLC.: LOW position timeline

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

Institute for Wealth Management, LLC. held 8,432 LOW 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 8,432 shares
    Change vs previous 13F -989 shares

    0.16% of the 13F portfolio, value $1,859,224.

    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 9,421 shares
    Change vs previous 13F -6 shares

    0.24% of the 13F portfolio, value $2,225,991.

    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 9,427 shares
    Change vs previous 13F -16 shares

    0.24% of the 13F portfolio, value $2,273,404.

    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 9,443 shares
    Change vs previous 13F -197 shares

    0.25% of the 13F portfolio, value $2,373,164.

    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 9,640 shares
    Change vs previous 13F -638 shares

    0.24% of the 13F portfolio, value $2,138,891.

    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 10,278 shares
    Change vs previous 13F -1 shares

    0.31% of the 13F portfolio, value $2,397,192.

    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 10,279 shares
    Change vs previous 13F -111 shares

    0.32% of the 13F portfolio, value $2,536,828.

    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 10,390 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $2,814,005.

    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).