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Institute for Wealth Management, LLC.: SNOW position timeline

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

Institute for Wealth Management, LLC. held 3,449 SNOW 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 3,449 shares
    Change vs previous 13F -12,166 shares

    0.08% of the 13F portfolio, value $877,771.

    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 15,615 shares
    Change vs previous 13F +11,484 shares

    0.25% of the 13F portfolio, value $2,355,055.

    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 4,131 shares
    Change vs previous 13F -1,188 shares

    0.1% of the 13F portfolio, value $906,177.

    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 5,319 shares
    Change vs previous 13F -250 shares

    0.12% of the 13F portfolio, value $1,199,701.

    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 5,569 shares
    Change vs previous 13F -9 shares

    0.14% of the 13F portfolio, value $1,246,176.

    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 5,578 shares
    Change vs previous 13F -274 shares

    0.1% of the 13F portfolio, value $815,293.

    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 5,852 shares
    Change vs previous 13F -86 shares

    0.11% of the 13F portfolio, value $903,620.

    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 5,938 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $682,058.

    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).