Skip to content
Disclosery

Institute for Wealth Management, LLC.: PRF position timeline

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

Institute for Wealth Management, LLC. held 59,446 PRF 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 59,446 shares
    Change vs previous 13F +1 shares

    0.28% of the 13F portfolio, value $3,211,868.

    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 59,445 shares
    Change vs previous 13F -505 shares

    0.3% of the 13F portfolio, value $2,825,439.

    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 59,950 shares
    Change vs previous 13F -867 shares

    0.3% of the 13F portfolio, value $2,812,851.

    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 60,817 shares
    Change vs previous 13F -598 shares

    0.29% of the 13F portfolio, value $2,749,558.

    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 61,415 shares
    Change vs previous 13F -399 shares

    0.29% of the 13F portfolio, value $2,596,005.

    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 61,814 shares
    Change vs previous 13F -537 shares

    0.32% of the 13F portfolio, value $2,497,915.

    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 62,351 shares
    Change vs previous 13F -164 shares

    0.32% of the 13F portfolio, value $2,515,255.

    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 62,515 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $2,540,004.

    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).