Institute for Wealth Management, LLC.: MLPA position timeline

Institute for Wealth Management, LLC. held 6,787 MLPA 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 6,787 shares

   Change vs previous 13F +1 shares

   0.03% of the 13F portfolio, value $360,240.

   13F-HR 0001754960-26-000654 filed by Institute for Wealth Management, LLC.
   Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 6,786 shares

   Change vs previous 13F 0 shares

   0.04% of the 13F portfolio, value $365,576.

   13F-HR 0001754960-26-000382 filed by Institute for Wealth Management, LLC.
   Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 6,786 shares

   Change vs previous 13F 0 shares

   0.03% of the 13F portfolio, value $328,523.

   13F-HR 0002085853-26-000093 filed by Institute for Wealth Management, LLC.
   Filed 2026-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 6,786 shares

   Change vs previous 13F 0 shares

   0.03% of the 13F portfolio, value $328,591.

   13F-HR 0002085853-25-000109 filed by Institute for Wealth Management, LLC.
   Filed 2025-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 6,786 shares

   Change vs previous 13F not available

   0.04% of the 13F portfolio, value $340,670.

   13F-HR 0001667731-25-000874 filed by Institute for Wealth Management, LLC.
   Filed 2025-07-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).