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Institute for Wealth Management, LLC.: QQQ position timeline

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

Institute for Wealth Management, LLC. held 20,442 QQQ 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 20,442 shares
    Change vs previous 13F -19,431 shares

    1.33% of the 13F portfolio, value $15,053,618.

    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 39,873 shares
    Change vs previous 13F +13,265 shares

    2.47% of the 13F portfolio, value $23,013,994.

    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 26,608 shares
    Change vs previous 13F -1,594 shares

    1.73% of the 13F portfolio, value $16,345,699.

    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 28,202 shares
    Change vs previous 13F +1,880 shares

    1.76% of the 13F portfolio, value $16,931,609.

    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 26,322 shares
    Change vs previous 13F +692 shares

    1.62% of the 13F portfolio, value $14,520,370.

    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 25,630 shares
    Change vs previous 13F +5,122 shares

    1.54% of the 13F portfolio, value $12,018,284.

    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 20,508 shares
    Change vs previous 13F -929 shares

    1.32% of the 13F portfolio, value $10,484,173.

    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 21,437 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $10,462,529.

    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).