Skip to content
Disclosery

Institute for Wealth Management, LLC.: SHV position timeline

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

Institute for Wealth Management, LLC. held 26,357 SHV 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 26,357 shares
    Change vs previous 13F -3,268 shares

    0.26% of the 13F portfolio, value $2,908,451.

    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 29,625 shares
    Change vs previous 13F +1,649 shares

    0.35% of the 13F portfolio, value $3,270,269.

    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 27,976 shares
    Change vs previous 13F -7,934 shares

    0.33% of the 13F portfolio, value $3,081,594.

    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 35,910 shares
    Change vs previous 13F -18,802 shares

    0.41% of the 13F portfolio, value $3,967,687.

    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 54,712 shares
    Change vs previous 13F +11,524 shares

    0.67% of the 13F portfolio, value $6,041,250.

    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 43,188 shares
    Change vs previous 13F +5,614 shares

    0.61% of the 13F portfolio, value $4,770,571.

    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 37,574 shares
    Change vs previous 13F +11,241 shares

    0.52% of the 13F portfolio, value $4,137,237.

    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 26,333 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $2,913,211.

    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).