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Institute for Wealth Management, LLC.: MTN position timeline

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

Institute for Wealth Management, LLC. held 6,977 MTN 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 6,977 shares
    Change vs previous 13F -105 shares

    0.08% of the 13F portfolio, value $949,922.

    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 7,082 shares
    Change vs previous 13F -86 shares

    0.1% of the 13F portfolio, value $908,744.

    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 7,168 shares
    Change vs previous 13F +43 shares

    0.1% of the 13F portfolio, value $951,870.

    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 7,125 shares
    Change vs previous 13F -2,166 shares

    0.11% of the 13F portfolio, value $1,065,620.

    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 9,291 shares
    Change vs previous 13F -1,013 shares

    0.16% of the 13F portfolio, value $1,459,963.

    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 10,304 shares
    Change vs previous 13F -590 shares

    0.21% of the 13F portfolio, value $1,648,768.

    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 10,894 shares
    Change vs previous 13F +578 shares

    0.26% of the 13F portfolio, value $2,042,154.

    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 10,316 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,798,023.

    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).