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Institute for Wealth Management, LLC.: PFM position timeline

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

Institute for Wealth Management, LLC. held 38,929 PFM 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 38,929 shares
    Change vs previous 13F +2 shares

    0.19% of the 13F portfolio, value $2,158,758.

    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 38,927 shares
    Change vs previous 13F -1,038 shares

    0.21% of the 13F portfolio, value $1,988,878.

    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 39,965 shares
    Change vs previous 13F +1 shares

    0.22% of the 13F portfolio, value $2,058,392.

    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 39,964 shares
    Change vs previous 13F -66 shares

    0.21% of the 13F portfolio, value $2,027,877.

    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 40,030 shares
    Change vs previous 13F -270 shares

    0.22% of the 13F portfolio, value $1,928,247.

    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 40,300 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $1,844,928.

    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 40,300 shares
    Change vs previous 13F -180 shares

    0.23% of the 13F portfolio, value $1,848,152.

    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 40,480 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,884,331.

    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).