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Institute for Wealth Management, LLC.: PWB position timeline

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

Institute for Wealth Management, LLC. held 27,904 PWB 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 27,904 shares
    Change vs previous 13F -1,926 shares

    0.42% of the 13F portfolio, value $4,700,709.

    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 29,830 shares
    Change vs previous 13F -323 shares

    0.4% of the 13F portfolio, value $3,756,493.

    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 30,153 shares
    Change vs previous 13F -1,365 shares

    0.41% of the 13F portfolio, value $3,832,749.

    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 31,518 shares
    Change vs previous 13F -192 shares

    0.41% of the 13F portfolio, value $3,952,989.

    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 31,710 shares
    Change vs previous 13F -165 shares

    0.42% of the 13F portfolio, value $3,724,000.

    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 31,875 shares
    Change vs previous 13F -7 shares

    0.39% of the 13F portfolio, value $3,061,256.

    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 31,882 shares
    Change vs previous 13F -819 shares

    0.41% of the 13F portfolio, value $3,243,588.

    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 32,701 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $3,226,971.

    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).