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Disclosery

Institute for Wealth Management, LLC.: NJR position timeline

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

Institute for Wealth Management, LLC. held 4,156 NJR 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 4,156 shares
    Change vs previous 13F -1,151 shares

    0.02% of the 13F portfolio, value $232,883.

    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 5,307 shares
    Change vs previous 13F -456 shares

    0.03% of the 13F portfolio, value $291,448.

    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 5,763 shares
    Change vs previous 13F -577 shares

    0.03% of the 13F portfolio, value $265,799.

    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 6,340 shares
    Change vs previous 13F +1,562 shares

    0.03% of the 13F portfolio, value $305,271.

    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 4,778 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $214,150.

    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).