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Institute for Wealth Management, LLC.: QYLD position timeline

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

Institute for Wealth Management, LLC. held 110,971 QYLD 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 110,971 shares
    Change vs previous 13F -4,271 shares

    0.18% of the 13F portfolio, value $2,045,187.

    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 115,242 shares
    Change vs previous 13F -6,762 shares

    0.21% of the 13F portfolio, value $1,976,398.

    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 122,004 shares
    Change vs previous 13F -8,822 shares

    0.23% of the 13F portfolio, value $2,155,808.

    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 130,826 shares
    Change vs previous 13F -7,475 shares

    0.23% of the 13F portfolio, value $2,225,359.

    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 138,301 shares
    Change vs previous 13F -6,132 shares

    0.26% of the 13F portfolio, value $2,312,400.

    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 144,433 shares
    Change vs previous 13F -3,424 shares

    0.31% of the 13F portfolio, value $2,401,924.

    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 147,857 shares
    Change vs previous 13F -6,978 shares

    0.34% of the 13F portfolio, value $2,693,947.

    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 154,835 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $2,793,225.

    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).