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Institute for Wealth Management, LLC.: MRVL position timeline

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

Institute for Wealth Management, LLC. held 20,311 MRVL 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 20,311 shares
    Change vs previous 13F +110 shares

    0.53% of the 13F portfolio, value $6,050,444.

    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 20,201 shares
    Change vs previous 13F -1,650 shares

    0.21% of the 13F portfolio, value $2,000,910.

    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 21,851 shares
    Change vs previous 13F +212 shares

    0.2% of the 13F portfolio, value $1,856,898.

    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 21,639 shares
    Change vs previous 13F -863 shares

    0.19% of the 13F portfolio, value $1,819,191.

    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 22,502 shares
    Change vs previous 13F +3,542 shares

    0.19% of the 13F portfolio, value $1,741,655.

    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 18,960 shares
    Change vs previous 13F +2,667 shares

    0.15% of the 13F portfolio, value $1,167,368.

    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 16,293 shares
    Change vs previous 13F +1,609 shares

    0.23% of the 13F portfolio, value $1,799,567.

    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 14,684 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,059,002.

    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).