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Institute for Wealth Management, LLC.: RYLD position timeline

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

Institute for Wealth Management, LLC. held 143,819 RYLD 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 143,819 shares
    Change vs previous 13F -1,249 shares

    0.2% of the 13F portfolio, value $2,299,669.

    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 145,068 shares
    Change vs previous 13F -273 shares

    0.23% of the 13F portfolio, value $2,168,771.

    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 145,341 shares
    Change vs previous 13F -1,766 shares

    0.24% of the 13F portfolio, value $2,223,716.

    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 147,107 shares
    Change vs previous 13F -8,765 shares

    0.23% of the 13F portfolio, value $2,213,959.

    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 155,872 shares
    Change vs previous 13F -2,533 shares

    0.26% of the 13F portfolio, value $2,324,046.

    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 158,405 shares
    Change vs previous 13F +1,277 shares

    0.31% of the 13F portfolio, value $2,391,918.

    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 157,128 shares
    Change vs previous 13F -761 shares

    0.32% of the 13F portfolio, value $2,567,476.

    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 157,889 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $2,551,486.

    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).