Institute for Wealth Management, LLC.: POOL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Institute for Wealth Management, LLC. on POOL, newest first. How the timeline and the estimate are built.
Institute for Wealth Management, LLC. held 0 POOL shares at 2025-09-30 per its 13F-HR filed 2025-10-17.
the latest 13F is the newest step
- period ended2025-09-3013F 0 sharesChange vs previous 13F -998 shares
13F-HR 0002085853-25-000109 filed by Institute for Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 998 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $290,898.
13F-HR 0001667731-25-000874 filed by Institute for Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 998 sharesChange vs previous 13F 0 shares
0.04% of the 13F portfolio, value $317,714.
13F-HR 0001667731-25-000461 filed by Institute for Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 998 sharesChange vs previous 13F +184 shares
0.04% of the 13F portfolio, value $340,259.
13F-HR 0001667731-25-000105 filed by Institute for Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 814 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $306,716.
13F-HR 0001533954-24-000005 filed by Institute for Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).